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 | $119,686 | $99,640+20.1% | $86,436+38.5% | $134,475-11.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.47% | 6782.58%-6801.0pp | 4394.89%-4413.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,359 | $4,400-46.4% | $3,769-37.4% | $4,740-50.2% |
| Participant deferral / active EE | $2,581 | $7,246-64.4% | $6,952-62.9% | $6,400-59.7% |
| Admin fee / account holder | $1,675 | $8,371-80.0% | $6,731-75.1% | $11,426-85.3% |