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 | $110,822 | $97,757+13.4% | $83,848+32.2% | $135,375-18.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.62% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $8,441 | $4,222+99.9% | $3,631+132.5% | $4,779+76.6% |
| Participant deferral / active EE | $6,668 | $4,682+42.4% | $4,082+63.4% | $5,609+18.9% |
| Admin fee / account holder | $1,354 | $6,674-79.7% | $5,478-75.3% | $10,827-87.5% |