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 | $137,868 | $97,757+41.0% | $83,848+64.4% | $135,375+1.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.48% | 1287.37%-1296.9pp | 850.88%-860.4pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,654 | $4,222-37.1% | $3,631-26.9% | $4,779-44.5% |
| Participant deferral / active EE | $2,694 | $4,682-42.5% | $4,082-34.0% | $5,609-52.0% |
| Admin fee / account holder | $1,310 | $6,674-80.4% | $5,478-76.1% | $10,827-87.9% |