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 | $65,499 | $97,757-33.0% | $83,848-21.9% | $135,375-51.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.29% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,349 | $4,222-44.4% | $3,631-35.3% | $4,779-50.8% |
| Participant deferral / active EE | $6,125 | $4,682+30.8% | $4,082+50.1% | $5,609+9.2% |
| Admin fee / account holder | $759 | $6,674-88.6% | $5,478-86.2% | $10,827-93.0% |