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 | $77,899 | $97,757-20.3% | $83,848-7.1% | $135,375-42.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.97% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,172 | $4,222-24.9% | $3,631-12.6% | $4,779-33.6% |
| Participant deferral / active EE | $7,131 | $4,682+52.3% | $4,082+74.7% | $5,609+27.1% |
| Admin fee / account holder | $7,210 | $6,674+8.0% | $5,478+31.6% | $10,827-33.4% |