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 | $182,868 | $97,757+87.1% | $83,848+118.1% | $135,375+35.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.83% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $10,146 | $4,222+140.3% | $3,631+179.4% | $4,779+112.3% |
| Participant deferral / active EE | $6,635 | $4,682+41.7% | $4,082+62.5% | $5,609+18.3% |
| Admin fee / account holder | $6,006 | $6,674-10.0% | $5,478+9.6% | $10,827-44.5% |