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 | $214,377 | $97,757+119.3% | $83,848+155.7% | $135,375+58.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.30% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $6,282 | $4,222+48.8% | $3,631+73.0% | $4,779+31.5% |
| Participant deferral / active EE | $11,093 | $4,682+136.9% | $4,082+171.8% | $5,609+97.8% |
| Admin fee / account holder | $428 | $6,674-93.6% | $5,478-92.2% | $10,827-96.0% |