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 | $159,069 | $97,757+62.7% | $83,848+89.7% | $135,375+17.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.48% | 1287.37%-1290.8pp | 850.88%-854.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $9,216 | $4,222+118.3% | $3,631+153.8% | $4,779+92.8% |
| Participant deferral / active EE | $5,249 | $4,682+12.1% | $4,082+28.6% | $5,609-6.4% |
| Admin fee / account holder | $697 | $6,674-89.6% | $5,478-87.3% | $10,827-93.6% |