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 | $93,535 | $99,640-6.1% | $86,436+8.2% | $134,475-30.4% |
| Participation rate | 95.7% | 82.0%+13.6pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -18.01% | 6782.58%-6800.6pp | 4394.89%-4412.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,062 | $4,400-53.2% | $3,769-45.3% | $4,740-56.5% |
| Participant deferral / active EE | $10,560 | $7,246+45.7% | $6,952+51.9% | $6,400+65.0% |
| Admin fee / account holder | $410 | $8,371-95.1% | $6,731-93.9% | $11,426-96.4% |