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 | $105,734 | $99,640+6.1% | $86,436+22.3% | $134,475-21.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.03% | 6782.58%-6798.6pp | 4394.89%-4410.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,113 | $4,400-52.0% | $3,769-43.9% | $4,740-55.4% |
| Participant deferral / active EE | $6,457 | $7,246-10.9% | $6,952-7.1% | $6,400+0.9% |
| Admin fee / account holder | $2,503 | $8,371-70.1% | $6,731-62.8% | $11,426-78.1% |