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 | $59,120 | $97,757-39.5% | $83,848-29.5% | $135,375-56.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.69% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $4,708 | $4,222+11.5% | $3,631+29.7% | $4,779-1.5% |
| Participant deferral / active EE | $7,380 | $4,682+57.6% | $4,082+80.8% | $5,609+31.6% |
| Admin fee / account holder | $1,224 | $6,674-81.7% | $5,478-77.7% | $10,827-88.7% |