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 | $185,742 | $97,757+90.0% | $83,848+121.5% | $135,375+37.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.90% | 1287.37%-1290.3pp | 850.88%-853.8pp | 519.73%-522.6pp |
| Employer contribution / active EE | $4,037 | $4,222-4.4% | $3,631+11.2% | $4,779-15.5% |
| Participant deferral / active EE | $12,426 | $4,682+165.4% | $4,082+204.4% | $5,609+121.5% |
| Admin fee / account holder | $2,148 | $6,674-67.8% | $5,478-60.8% | $10,827-80.2% |