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 | $70,563 | $99,640-29.2% | $86,436-18.4% | $134,475-47.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.78% | 6782.58%-6794.4pp | 4394.89%-4406.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $4,883 | $4,400+11.0% | $3,769+29.6% | $4,740+3.0% |
| Participant deferral / active EE | $3,847 | $7,246-46.9% | $6,952-44.7% | $6,400-39.9% |
| Admin fee / account holder | $543 | $8,371-93.5% | $6,731-91.9% | $11,426-95.2% |