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 5-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 | $29,821 | $97,757-69.5% | $83,848-64.4% | $135,375-78.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.48% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,263 | $4,222-22.7% | $3,631-10.1% | $4,779-31.7% |
| Participant deferral / active EE | $6,004 | $4,682+28.2% | $4,082+47.1% | $5,609+7.1% |
| Admin fee / account holder | $4,701 | $6,674-29.6% | $5,478-14.2% | $10,827-56.6% |