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 | $18,842 | $97,757-80.7% | $83,848-77.5% | $135,375-86.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.76% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,771 | $4,222-58.0% | $3,631-51.2% | $4,779-62.9% |
| Participant deferral / active EE | $3,691 | $4,682-21.2% | $4,082-9.6% | $5,609-34.2% |
| Admin fee / account holder | $1,870 | $6,674-72.0% | $5,478-65.9% | $10,827-82.7% |