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 | $183,468 | $97,757+87.7% | $83,848+118.8% | $135,375+35.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.69% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,523 | $4,222-16.5% | $3,631-3.0% | $4,779-26.3% |
| Participant deferral / active EE | $17,631 | $4,682+276.5% | $4,082+332.0% | $5,609+214.3% |
| Admin fee / account holder | $3,204 | $6,674-52.0% | $5,478-41.5% | $10,827-70.4% |