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 | $51,571 | $97,757-47.2% | $83,848-38.5% | $135,375-61.9% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -7.29% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,009 | $4,222-28.7% | $3,631-17.1% | $4,779-37.0% |
| Participant deferral / active EE | $9,071 | $4,682+93.7% | $4,082+122.2% | $5,609+61.7% |
| Admin fee / account holder | $18,617 | $6,674+179.0% | $5,478+239.8% | $10,827+72.0% |