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 | $99,436 | $99,640-0.2% | $86,436+15.0% | $134,475-26.1% |
| Participation rate | 91.3% | 82.0%+9.3pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -19.97% | 6782.58%-6802.5pp | 4394.89%-4414.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,149 | $4,400-28.4% | $3,769-16.4% | $4,740-33.6% |
| Participant deferral / active EE | $9,895 | $7,246+36.5% | $6,952+42.3% | $6,400+54.6% |
| Admin fee / account holder | $3,859 | $8,371-53.9% | $6,731-42.7% | $11,426-66.2% |