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 | $76,117 | $90,600-16.0% | $79,464-4.2% | $135,375-43.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.52% | 977.43%-983.0pp | 718.14%-723.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $6,848 | $3,068+123.2% | $2,800+144.5% | $4,779+43.3% |
| Participant deferral / active EE | $6,478 | $4,050+59.9% | $3,704+74.9% | $5,609+15.5% |
| Admin fee / account holder | $9,917 | $5,907+67.9% | $5,113+94.0% | $10,827-8.4% |