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 | $20,337 | $97,757-79.2% | $83,848-75.7% | $135,375-85.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.62% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,610 | $4,222-61.9% | $3,631-55.7% | $4,779-66.3% |
| Participant deferral / active EE | $8,157 | $4,682+74.2% | $4,082+99.8% | $5,609+45.4% |
| Admin fee / account holder | $1,206 | $6,674-81.9% | $5,478-78.0% | $10,827-88.9% |