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 | $164,674 | $97,757+68.5% | $83,848+96.4% | $135,375+21.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.70% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $7,719 | $4,222+82.8% | $3,631+112.6% | $4,779+61.5% |
| Participant deferral / active EE | $9,071 | $4,682+93.7% | $4,082+122.2% | $5,609+61.7% |
| Admin fee / account holder | $1,472 | $6,674-77.9% | $5,478-73.1% | $10,827-86.4% |