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 | $47,111 | $97,757-51.8% | $83,848-43.8% | $135,375-65.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.90% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $8,789 | $4,222+108.2% | $3,631+142.1% | $4,779+83.9% |
| Participant deferral / active EE | $5,961 | $4,682+27.3% | $4,082+46.0% | $5,609+6.3% |
| Admin fee / account holder | $408 | $6,674-93.9% | $5,478-92.6% | $10,827-96.2% |