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 | $117,094 | $97,757+19.8% | $83,848+39.6% | $135,375-13.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.58% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,450 | $4,222-42.0% | $3,631-32.5% | $4,779-48.7% |
| Participant deferral / active EE | $2,944 | $4,682-37.1% | $4,082-27.9% | $5,609-47.5% |
| Admin fee / account holder | $3,017 | $6,674-54.8% | $5,478-44.9% | $10,827-72.1% |