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 7-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 | $213,483 | $99,640+114.3% | $86,436+147.0% | $134,475+58.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.01% | 6782.58%-6800.6pp | 4394.89%-4412.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,075 | $4,400-7.4% | $3,769+8.1% | $4,740-14.0% |
| Participant deferral / active EE | $17,119 | $7,246+136.2% | $6,952+146.3% | $6,400+167.5% |
| Admin fee / account holder | $2,062 | $8,371-75.4% | $6,731-69.4% | $11,426-82.0% |