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 | $96,629 | $97,757-1.2% | $83,848+15.2% | $135,375-28.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.89% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $4,094 | $4,222-3.0% | $3,631+12.8% | $4,779-14.3% |
| Participant deferral / active EE | $8,715 | $4,682+86.1% | $4,082+113.5% | $5,609+55.4% |
| Admin fee / account holder | $691 | $6,674-89.7% | $5,478-87.4% | $10,827-93.6% |