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 | $132,913 | $97,757+36.0% | $83,848+58.5% | $135,375-1.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.29% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $7,151 | $4,222+69.4% | $3,631+96.9% | $4,779+49.6% |
| Participant deferral / active EE | $7,688 | $4,682+64.2% | $4,082+88.4% | $5,609+37.1% |
| Admin fee / account holder | $13,522 | $6,674+102.6% | $5,478+146.8% | $10,827+24.9% |