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 | $115,799 | $97,757+18.5% | $83,848+38.1% | $135,375-14.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.79% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,950 | $4,222-30.1% | $3,631-18.7% | $4,779-38.3% |
| Participant deferral / active EE | $6,064 | $4,682+29.5% | $4,082+48.6% | $5,609+8.1% |
| Admin fee / account holder | $1,922 | $6,674-71.2% | $5,478-64.9% | $10,827-82.2% |