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 | $121,117 | $97,757+23.9% | $83,848+44.4% | $135,375-10.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.71% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $11,777 | $4,222+179.0% | $3,631+224.4% | $4,779+146.4% |
| Participant deferral / active EE | $6,484 | $4,682+38.5% | $4,082+58.9% | $5,609+15.6% |
| Admin fee / account holder | $4,488 | $6,674-32.8% | $5,478-18.1% | $10,827-58.6% |