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 | $124,051 | $82,630+50.1% | $64,105+93.5% | $125,391-1.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.02% | 1489.72%-1491.7pp | 791.24%-793.3pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,548 | $2,671-4.6% | $1,820+40.0% | $4,866-47.6% |
| Participant deferral / active EE | $4,155 | $3,608+15.2% | $2,822+47.3% | $5,352-22.4% |
| Admin fee / account holder | $679 | $6,382-89.4% | $4,499-84.9% | $9,540-92.9% |