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 | $99,923 | $97,757+2.2% | $83,848+19.2% | $135,375-26.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.76% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $6,194 | $4,222+46.7% | $3,631+70.6% | $4,779+29.6% |
| Participant deferral / active EE | $3,947 | $4,682-15.7% | $4,082-3.3% | $5,609-29.6% |
| Admin fee / account holder | $4,543 | $6,674-31.9% | $5,478-17.1% | $10,827-58.0% |