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 | $108,579 | $97,757+11.1% | $83,848+29.5% | $135,375-19.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.72% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $6,629 | $4,222+57.0% | $3,631+82.6% | $4,779+38.7% |
| Participant deferral / active EE | $8,891 | $4,682+89.9% | $4,082+117.8% | $5,609+58.5% |
| Admin fee / account holder | $15,540 | $6,674+132.8% | $5,478+183.7% | $10,827+43.5% |