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 | $101,464 | $97,757+3.8% | $83,848+21.0% | $135,375-25.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.44% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $6,223 | $4,222+47.4% | $3,631+71.4% | $4,779+30.2% |
| Participant deferral / active EE | $4,694 | $4,682+0.3% | $4,082+15.0% | $5,609-16.3% |
| Admin fee / account holder | $2,193 | $6,674-67.1% | $5,478-60.0% | $10,827-79.7% |