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 | $111,294 | $99,640+11.7% | $86,436+28.8% | $134,475-17.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.15% | 6782.58%-6796.7pp | 4394.89%-4409.0pp | 417.96%-432.1pp |
| Employer contribution / active EE | $4,679 | $4,400+6.3% | $3,769+24.2% | $4,740-1.3% |
| Participant deferral / active EE | $18,024 | $7,246+148.7% | $6,952+159.3% | $6,400+181.6% |
| Admin fee / account holder | $29,208 | $8,371+248.9% | $6,731+333.9% | $11,426+155.6% |