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 | $109,311 | $99,640+9.7% | $86,436+26.5% | $134,475-18.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.76% | 6782.58%-6797.3pp | 4394.89%-4409.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,418 | $4,400-45.0% | $3,769-35.8% | $4,740-49.0% |
| Participant deferral / active EE | $5,419 | $7,246-25.2% | $6,952-22.1% | $6,400-15.3% |
| Admin fee / account holder | $5,179 | $8,371-38.1% | $6,731-23.1% | $11,426-54.7% |