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 | $48,619 | $97,757-50.3% | $83,848-42.0% | $135,375-64.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.73% | 1287.37%-1289.1pp | 850.88%-852.6pp | 519.73%-521.5pp |
| Employer contribution / active EE | $2,231 | $4,222-47.2% | $3,631-38.6% | $4,779-53.3% |
| Participant deferral / active EE | $5,863 | $4,682+25.2% | $4,082+43.6% | $5,609+4.5% |
| Admin fee / account holder | $13,988 | $6,674+109.6% | $5,478+155.3% | $10,827+29.2% |