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 | $185,477 | $97,757+89.7% | $83,848+121.2% | $135,375+37.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.42% | 1287.37%-1289.8pp | 850.88%-853.3pp | 519.73%-522.2pp |
| Employer contribution / active EE | $2,088 | $4,222-50.5% | $3,631-42.5% | $4,779-56.3% |
| Participant deferral / active EE | $2,661 | $4,682-43.2% | $4,082-34.8% | $5,609-52.6% |
| Admin fee / account holder | $6,100 | $6,674-8.6% | $5,478+11.4% | $10,827-43.7% |