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 | $72,395 | $99,640-27.3% | $86,436-16.2% | $134,475-46.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.66% | 6782.58%-6796.2pp | 4394.89%-4408.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $5,963 | $4,400+35.5% | $3,769+58.2% | $4,740+25.8% |
| Participant deferral / active EE | $3,639 | $7,246-49.8% | $6,952-47.7% | $6,400-43.1% |
| Admin fee / account holder | $32,076 | $8,371+283.2% | $6,731+376.5% | $11,426+180.7% |