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 | $104,906 | $90,600+15.8% | $79,464+32.0% | $135,375-22.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.50% | 977.43%-981.9pp | 718.14%-722.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,920 | $3,068+27.8% | $2,800+40.0% | $4,779-18.0% |
| Participant deferral / active EE | $9,392 | $4,050+131.9% | $3,704+153.6% | $5,609+67.4% |
| Admin fee / account holder | $1,656 | $5,907-72.0% | $5,113-67.6% | $10,827-84.7% |