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 | $176,938 | $97,757+81.0% | $83,848+111.0% | $135,375+30.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.20% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $5,652 | $4,222+33.9% | $3,631+55.7% | $4,779+18.3% |
| Participant deferral / active EE | $8,261 | $4,682+76.4% | $4,082+102.4% | $5,609+47.3% |
| Admin fee / account holder | $2,243 | $6,674-66.4% | $5,478-59.1% | $10,827-79.3% |