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 | $70,011 | $97,757-28.4% | $83,848-16.5% | $135,375-48.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.49% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,566 | $4,222-39.2% | $3,631-29.3% | $4,779-46.3% |
| Participant deferral / active EE | $10,563 | $4,682+125.6% | $4,082+158.8% | $5,609+88.3% |
| Admin fee / account holder | $16,274 | $6,674+143.8% | $5,478+197.1% | $10,827+50.3% |