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 | $134,355 | $97,757+37.4% | $83,848+60.2% | $135,375-0.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.53% | 1287.37%-1291.9pp | 850.88%-855.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,857 | $4,222-32.3% | $3,631-21.3% | $4,779-40.2% |
| Participant deferral / active EE | $6,031 | $4,682+28.8% | $4,082+47.8% | $5,609+7.5% |
| Admin fee / account holder | $854 | $6,674-87.2% | $5,478-84.4% | $10,827-92.1% |