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 | $63,015 | $99,640-36.8% | $86,436-27.1% | $134,475-53.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.66% | 6782.58%-6799.2pp | 4394.89%-4411.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,044 | $4,400-53.6% | $3,769-45.8% | $4,740-56.9% |
| Participant deferral / active EE | $5,631 | $7,246-22.3% | $6,952-19.0% | $6,400-12.0% |
| Admin fee / account holder | $3,357 | $8,371-59.9% | $6,731-50.1% | $11,426-70.6% |