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 | $57,111 | $97,757-41.6% | $83,848-31.9% | $135,375-57.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.54% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,791 | $4,222-33.9% | $3,631-23.1% | $4,779-41.6% |
| Participant deferral / active EE | $7,002 | $4,682+49.5% | $4,082+71.5% | $5,609+24.8% |
| Admin fee / account holder | $11,274 | $6,674+68.9% | $5,478+105.8% | $10,827+4.1% |