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 | $159,960 | $99,640+60.5% | $86,436+85.1% | $134,475+19.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.29% | 6782.58%-6798.9pp | 4394.89%-4411.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $815 | $4,400-81.5% | $3,769-78.4% | $4,740-82.8% |
| Participant deferral / active EE | $2,456 | $7,246-66.1% | $6,952-64.7% | $6,400-61.6% |
| Admin fee / account holder | $1,100 | $8,371-86.9% | $6,731-83.7% | $11,426-90.4% |