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 | $148,788 | $99,640+49.3% | $86,436+72.1% | $134,475+10.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.23% | 6782.58%-6802.8pp | 4394.89%-4415.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $9,739 | $4,400+121.3% | $3,769+158.4% | $4,740+105.5% |
| Participant deferral / active EE | $16,507 | $7,246+127.8% | $6,952+137.5% | $6,400+157.9% |
| Admin fee / account holder | $5,436 | $8,371-35.1% | $6,731-19.2% | $11,426-52.4% |