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 | $90,657 | $97,757-7.3% | $83,848+8.1% | $135,375-33.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.20% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,143 | $4,222-72.9% | $3,631-68.5% | $4,779-76.1% |
| Participant deferral / active EE | $4,964 | $4,682+6.0% | $4,082+21.6% | $5,609-11.5% |
| Admin fee / account holder | $384 | $6,674-94.3% | $5,478-93.0% | $10,827-96.5% |