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 | $148,754 | $97,757+52.2% | $83,848+77.4% | $135,375+9.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.91% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $8,873 | $4,222+110.2% | $3,631+144.4% | $4,779+85.7% |
| Participant deferral / active EE | $8,816 | $4,682+88.3% | $4,082+116.0% | $5,609+57.2% |
| Admin fee / account holder | $4,474 | $6,674-33.0% | $5,478-18.3% | $10,827-58.7% |