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 | $99,880 | $99,640+0.2% | $86,436+15.6% | $134,475-25.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.55% | 6782.58%-6797.1pp | 4394.89%-4409.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,476 | $4,400-66.5% | $3,769-60.8% | $4,740-68.9% |
| Participant deferral / active EE | $7,341 | $7,246+1.3% | $6,952+5.6% | $6,400+14.7% |
| Admin fee / account holder | $6,361 | $8,371-24.0% | $6,731-5.5% | $11,426-44.3% |