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 8-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 | $94,201 | $99,640-5.5% | $86,436+9.0% | $134,475-29.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.16% | 6782.58%-6801.7pp | 4394.89%-4414.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,451 | $4,400-21.6% | $3,769-8.4% | $4,740-27.2% |
| Participant deferral / active EE | $9,577 | $7,246+32.2% | $6,952+37.8% | $6,400+49.6% |
| Admin fee / account holder | $12,861 | $8,371+53.6% | $6,731+91.1% | $11,426+12.6% |