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 | $109,055 | $99,640+9.4% | $86,436+26.2% | $134,475-18.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.01% | 6782.58%-6795.6pp | 4394.89%-4407.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,171 | $4,400-50.7% | $3,769-42.4% | $4,740-54.2% |
| Participant deferral / active EE | $3,705 | $7,246-48.9% | $6,952-46.7% | $6,400-42.1% |
| Admin fee / account holder | $6,373 | $8,371-23.9% | $6,731-5.3% | $11,426-44.2% |