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 7-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 | $30,081 | $97,757-69.2% | $83,848-64.1% | $135,375-77.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.51% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,660 | $4,222-60.7% | $3,631-54.3% | $4,779-65.3% |
| Participant deferral / active EE | $9,647 | $4,682+106.0% | $4,082+136.3% | $5,609+72.0% |
| Admin fee / account holder | $15,158 | $6,674+127.1% | $5,478+176.7% | $10,827+40.0% |