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 | $111,873 | $97,757+14.4% | $83,848+33.4% | $135,375-17.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.20% | 1287.37%-1291.6pp | 850.88%-855.1pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,185 | $4,222-48.2% | $3,631-39.8% | $4,779-54.3% |
| Participant deferral / active EE | $8,179 | $4,682+74.7% | $4,082+100.4% | $5,609+45.8% |
| Admin fee / account holder | $2,713 | $6,674-59.4% | $5,478-50.5% | $10,827-74.9% |