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 | $91,435 | $97,757-6.5% | $83,848+9.0% | $135,375-32.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.57% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $8,333 | $4,222+97.4% | $3,631+129.5% | $4,779+74.4% |
| Participant deferral / active EE | $11,808 | $4,682+152.2% | $4,082+189.3% | $5,609+110.5% |
| Admin fee / account holder | $20,307 | $6,674+204.3% | $5,478+270.7% | $10,827+87.6% |