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 | $183,552 | $97,757+87.8% | $83,848+118.9% | $135,375+35.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.53% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $13,333 | $4,222+215.8% | $3,631+267.2% | $4,779+179.0% |
| Participant deferral / active EE | $7,372 | $4,682+57.4% | $4,082+80.6% | $5,609+31.4% |
| Admin fee / account holder | $903 | $6,674-86.5% | $5,478-83.5% | $10,827-91.7% |