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 | $88,655 | $97,757-9.3% | $83,848+5.7% | $135,375-34.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.63% | 1287.37%-1292.0pp | 850.88%-855.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,419 | $4,222-42.7% | $3,631-33.4% | $4,779-49.4% |
| Participant deferral / active EE | $7,145 | $4,682+52.6% | $4,082+75.1% | $5,609+27.4% |
| Admin fee / account holder | $4,620 | $6,674-30.8% | $5,478-15.7% | $10,827-57.3% |