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 | $92,811 | $97,757-5.1% | $83,848+10.7% | $135,375-31.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.37% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,513 | $4,222-40.5% | $3,631-30.8% | $4,779-47.4% |
| Participant deferral / active EE | $15,257 | $4,682+225.9% | $4,082+273.8% | $5,609+172.0% |
| Admin fee / account holder | $3,839 | $6,674-42.5% | $5,478-29.9% | $10,827-64.5% |