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 | $118,922 | $97,757+21.7% | $83,848+41.8% | $135,375-12.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.70% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,862 | $4,222-55.9% | $3,631-48.7% | $4,779-61.0% |
| Participant deferral / active EE | $13,570 | $4,682+189.8% | $4,082+232.5% | $5,609+141.9% |
| Admin fee / account holder | $1,141 | $6,674-82.9% | $5,478-79.2% | $10,827-89.5% |