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 | $77,018 | $99,640-22.7% | $86,436-10.9% | $134,475-42.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.67% | 6782.58%-6799.2pp | 4394.89%-4411.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $10,878 | $4,400+147.2% | $3,769+188.6% | $4,740+129.5% |
| Participant deferral / active EE | $11,484 | $7,246+58.5% | $6,952+65.2% | $6,400+79.4% |
| Admin fee / account holder | $11,796 | $8,371+40.9% | $6,731+75.2% | $11,426+3.2% |