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 | $113,508 | $97,757+16.1% | $83,848+35.4% | $135,375-16.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.75% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $21,380 | $4,222+406.4% | $3,631+488.8% | $4,779+347.4% |
| Participant deferral / active EE | $5,974 | $4,682+27.6% | $4,082+46.4% | $5,609+6.5% |
| Admin fee / account holder | $3,882 | $6,674-41.8% | $5,478-29.1% | $10,827-64.1% |