See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,053 | $97,757-81.5% | $83,848-78.5% | $135,375-86.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.32% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $6,002 | $4,222+42.2% | $3,631+65.3% | $4,779+25.6% |
| Participant deferral / active EE | $3,649 | $4,682-22.1% | $4,082-10.6% | $5,609-34.9% |
| Admin fee / account holder | $2,627 | $6,674-60.6% | $5,478-52.0% | $10,827-75.7% |