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 | $28,108 | $97,757-71.2% | $83,848-66.5% | $135,375-79.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.60% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $4,114 | $4,222-2.5% | $3,631+13.3% | $4,779-13.9% |
| Participant deferral / active EE | $3,204 | $4,682-31.6% | $4,082-21.5% | $5,609-42.9% |
| Admin fee / account holder | $851 | $6,674-87.2% | $5,478-84.5% | $10,827-92.1% |