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 | $76,770 | $97,757-21.5% | $83,848-8.4% | $135,375-43.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.74% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $20,837 | $4,222+393.6% | $3,631+473.9% | $4,779+336.0% |
| Participant deferral / active EE | $12,674 | $4,682+170.7% | $4,082+210.5% | $5,609+126.0% |
| Admin fee / account holder | $3,281 | $6,674-50.8% | $5,478-40.1% | $10,827-69.7% |