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 | $73,775 | $97,757-24.5% | $83,848-12.0% | $135,375-45.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.31% | 1287.37%-1289.7pp | 850.88%-853.2pp | 519.73%-522.0pp |
| Employer contribution / active EE | $11,725 | $4,222+177.7% | $3,631+222.9% | $4,779+145.4% |
| Participant deferral / active EE | $19,473 | $4,682+315.9% | $4,082+377.1% | $5,609+247.2% |
| Admin fee / account holder | $69,972 | $6,674+948.5% | $5,478+1177.3% | $10,827+546.3% |