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 | $84,525 | $97,757-13.5% | $83,848+0.8% | $135,375-37.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.89% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $8,644 | $4,222+104.8% | $3,631+138.1% | $4,779+80.9% |
| Participant deferral / active EE | $2,391 | $4,682-48.9% | $4,082-41.4% | $5,609-57.4% |
| Admin fee / account holder | $744 | $6,674-88.9% | $5,478-86.4% | $10,827-93.1% |