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 | $159,532 | $97,757+63.2% | $83,848+90.3% | $135,375+17.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.35% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $16,983 | $4,222+302.3% | $3,631+367.8% | $4,779+255.4% |
| Participant deferral / active EE | $5,648 | $4,682+20.6% | $4,082+38.4% | $5,609+0.7% |
| Admin fee / account holder | $12,625 | $6,674+89.2% | $5,478+130.5% | $10,827+16.6% |