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 | $130,536 | $99,640+31.0% | $86,436+51.0% | $134,475-2.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.48% | 6782.58%-6795.1pp | 4394.89%-4407.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $3,750 | $4,400-14.8% | $3,769-0.5% | $4,740-20.9% |
| Participant deferral / active EE | $6,750 | $7,246-6.8% | $6,952-2.9% | $6,400+5.5% |
| Admin fee / account holder | $1,185 | $8,371-85.8% | $6,731-82.4% | $11,426-89.6% |