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 | $92,883 | $97,757-5.0% | $83,848+10.8% | $135,375-31.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.87% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $6,756 | $4,222+60.0% | $3,631+86.1% | $4,779+41.4% |
| Participant deferral / active EE | $4,355 | $4,682-7.0% | $4,082+6.7% | $5,609-22.3% |
| Admin fee / account holder | $495 | $6,674-92.6% | $5,478-91.0% | $10,827-95.4% |