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 | $126,326 | $97,757+29.2% | $83,848+50.7% | $135,375-6.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.73% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,895 | $4,222+15.9% | $3,631+34.8% | $4,779+2.4% |
| Participant deferral / active EE | $8,120 | $4,682+73.4% | $4,082+98.9% | $5,609+44.8% |
| Admin fee / account holder | $60,295 | $6,674+803.5% | $5,478+1000.6% | $10,827+456.9% |