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 | $117,154 | $97,757+19.8% | $83,848+39.7% | $135,375-13.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.04% | 1287.37%-1292.4pp | 850.88%-855.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,089 | $4,222-26.8% | $3,631-14.9% | $4,779-35.4% |
| Participant deferral / active EE | $6,828 | $4,682+45.8% | $4,082+67.3% | $5,609+21.7% |
| Admin fee / account holder | $1,552 | $6,674-76.7% | $5,478-71.7% | $10,827-85.7% |