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 | $84,409 | $97,757-13.7% | $83,848+0.7% | $135,375-37.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.67% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $4,998 | $4,222+18.4% | $3,631+37.7% | $4,779+4.6% |
| Participant deferral / active EE | $11,901 | $4,682+154.2% | $4,082+191.6% | $5,609+112.2% |
| Admin fee / account holder | $915 | $6,674-86.3% | $5,478-83.3% | $10,827-91.5% |