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 | $116,914 | $97,757+19.6% | $83,848+39.4% | $135,375-13.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.97% | 1287.37%-1293.3pp | 850.88%-856.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $7,081 | $4,222+67.7% | $3,631+95.0% | $4,779+48.2% |
| Participant deferral / active EE | $6,566 | $4,682+40.2% | $4,082+60.9% | $5,609+17.1% |
| Admin fee / account holder | $2,086 | $6,674-68.7% | $5,478-61.9% | $10,827-80.7% |