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 | $129,620 | $97,757+32.6% | $83,848+54.6% | $135,375-4.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.03% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,303 | $4,222-45.4% | $3,631-36.6% | $4,779-51.8% |
| Participant deferral / active EE | $4,101 | $4,682-12.4% | $4,082+0.5% | $5,609-26.9% |
| Admin fee / account holder | $599 | $6,674-91.0% | $5,478-89.1% | $10,827-94.5% |