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 | $66,764 | $97,757-31.7% | $83,848-20.4% | $135,375-50.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.62% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,934 | $4,222-30.5% | $3,631-19.2% | $4,779-38.6% |
| Participant deferral / active EE | $3,943 | $4,682-15.8% | $4,082-3.4% | $5,609-29.7% |
| Admin fee / account holder | $1,054 | $6,674-84.2% | $5,478-80.8% | $10,827-90.3% |