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 | $103,982 | $97,757+6.4% | $83,848+24.0% | $135,375-23.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.92% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $14,299 | $4,222+238.7% | $3,631+293.8% | $4,779+199.2% |
| Participant deferral / active EE | $7,828 | $4,682+67.2% | $4,082+91.8% | $5,609+39.6% |
| Admin fee / account holder | $12,868 | $6,674+92.8% | $5,478+134.9% | $10,827+18.9% |