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 | $148,464 | $97,757+51.9% | $83,848+77.1% | $135,375+9.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.81% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,365 | $4,222-44.0% | $3,631-34.9% | $4,779-50.5% |
| Participant deferral / active EE | $6,423 | $4,682+37.2% | $4,082+57.4% | $5,609+14.5% |
| Admin fee / account holder | $7,130 | $6,674+6.8% | $5,478+30.2% | $10,827-34.1% |