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 | $86,619 | $99,640-13.1% | $86,436+0.2% | $134,475-35.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.23% | 6782.58%-6801.8pp | 4394.89%-4414.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $6,667 | $4,400+51.5% | $3,769+76.9% | $4,740+40.7% |
| Participant deferral / active EE | $4,663 | $7,246-35.7% | $6,952-32.9% | $6,400-27.1% |
| Admin fee / account holder | $4,500 | $8,371-46.2% | $6,731-33.1% | $11,426-60.6% |