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 | $187,760 | $99,640+88.4% | $86,436+117.2% | $134,475+39.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.54% | 6782.58%-6798.1pp | 4394.89%-4410.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,945 | $4,400+12.4% | $3,769+31.2% | $4,740+4.3% |
| Participant deferral / active EE | $13,215 | $7,246+82.4% | $6,952+90.1% | $6,400+106.5% |
| Admin fee / account holder | $1,680 | $8,371-79.9% | $6,731-75.0% | $11,426-85.3% |