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 | $58,672 | $97,757-40.0% | $83,848-30.0% | $135,375-56.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.36% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,206 | $4,222-47.7% | $3,631-39.2% | $4,779-53.8% |
| Participant deferral / active EE | $7,178 | $4,682+53.3% | $4,082+75.9% | $5,609+28.0% |
| Admin fee / account holder | $368 | $6,674-94.5% | $5,478-93.3% | $10,827-96.6% |