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 | $136,864 | $97,757+40.0% | $83,848+63.2% | $135,375+1.1% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -2.41% | 1287.37%-1289.8pp | 850.88%-853.3pp | 519.73%-522.1pp |
| Employer contribution / active EE | $6,082 | $4,222+44.1% | $3,631+67.5% | $4,779+27.3% |
| Participant deferral / active EE | $7,379 | $4,682+57.6% | $4,082+80.8% | $5,609+31.6% |
| Admin fee / account holder | $6,076 | $6,674-9.0% | $5,478+10.9% | $10,827-43.9% |