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 | $126,515 | $97,757+29.4% | $83,848+50.9% | $135,375-6.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.86% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $7,933 | $4,222+87.9% | $3,631+118.5% | $4,779+66.0% |
| Participant deferral / active EE | $10,570 | $4,682+125.8% | $4,082+159.0% | $5,609+88.5% |
| Admin fee / account holder | $344 | $6,674-94.8% | $5,478-93.7% | $10,827-96.8% |