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 | $93,331 | $97,757-4.5% | $83,848+11.3% | $135,375-31.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.45% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $11,319 | $4,222+168.1% | $3,631+211.8% | $4,779+136.9% |
| Participant deferral / active EE | $7,298 | $4,682+55.9% | $4,082+78.8% | $5,609+30.1% |
| Admin fee / account holder | $816 | $6,674-87.8% | $5,478-85.1% | $10,827-92.5% |