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 | $92,592 | $97,757-5.3% | $83,848+10.4% | $135,375-31.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.13% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $6,398 | $4,222+51.6% | $3,631+76.2% | $4,779+33.9% |
| Participant deferral / active EE | $8,063 | $4,682+72.2% | $4,082+97.5% | $5,609+43.8% |
| Admin fee / account holder | $925 | $6,674-86.1% | $5,478-83.1% | $10,827-91.5% |