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 | $88,494 | $97,757-9.5% | $83,848+5.5% | $135,375-34.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.37% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $18,712 | $4,222+343.3% | $3,631+415.4% | $4,779+291.6% |
| Participant deferral / active EE | $12,896 | $4,682+175.4% | $4,082+216.0% | $5,609+129.9% |
| Admin fee / account holder | $8,094 | $6,674+21.3% | $5,478+47.8% | $10,827-25.2% |