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 | $114,320 | $97,757+16.9% | $83,848+36.3% | $135,375-15.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.50% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $19,047 | $4,222+351.2% | $3,631+424.6% | $4,779+298.6% |
| Participant deferral / active EE | $11,319 | $4,682+141.8% | $4,082+177.3% | $5,609+101.8% |
| Admin fee / account holder | $3,040 | $6,674-54.4% | $5,478-44.5% | $10,827-71.9% |