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 | $75,209 | $97,757-23.1% | $83,848-10.3% | $135,375-44.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.55% | 1287.37%-1291.9pp | 850.88%-855.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,796 | $4,222-10.1% | $3,631+4.5% | $4,779-20.6% |
| Participant deferral / active EE | $8,097 | $4,682+72.9% | $4,082+98.4% | $5,609+44.4% |
| Admin fee / account holder | $19,898 | $6,674+198.1% | $5,478+263.2% | $10,827+83.8% |