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 | $116,613 | $135,635-14.0% | $110,238+5.8% | $135,375-13.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.00% | 513.19%-521.2pp | 314.74%-322.7pp | 519.73%-527.7pp |
| Employer contribution / active EE | $20,300 | $4,906+313.8% | $3,826+430.5% | $4,779+324.8% |
| Participant deferral / active EE | $13,568 | $5,506+146.4% | $4,672+190.4% | $5,609+141.9% |
| Admin fee / account holder | $6,719 | $11,457-41.4% | $8,547-21.4% | $10,827-37.9% |