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 | $90,958 | $90,600+0.4% | $79,464+14.5% | $135,375-32.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.65% | 977.43%-983.1pp | 718.14%-723.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $10,441 | $3,068+240.3% | $2,800+272.8% | $4,779+118.5% |
| Participant deferral / active EE | $7,583 | $4,050+87.2% | $3,704+104.7% | $5,609+35.2% |
| Admin fee / account holder | $42,038 | $5,907+611.7% | $5,113+722.2% | $10,827+288.3% |