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 | $87,417 | $90,600-3.5% | $79,464+10.0% | $135,375-35.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.61% | 977.43%-981.0pp | 718.14%-721.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $6,840 | $3,068+123.0% | $2,800+144.3% | $4,779+43.1% |
| Participant deferral / active EE | $12,089 | $4,050+198.5% | $3,704+226.4% | $5,609+115.5% |
| Admin fee / account holder | $8,720 | $5,907+47.6% | $5,113+70.6% | $10,827-19.5% |