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 | $114,469 | $99,640+14.9% | $86,436+32.4% | $134,475-14.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.98% | 6782.58%-6791.6pp | 4394.89%-4403.9pp | 417.96%-426.9pp |
| Employer contribution / active EE | $4,181 | $4,400-5.0% | $3,769+10.9% | $4,740-11.8% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,798 | $8,371-54.6% | $6,731-43.6% | $11,426-66.8% |