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 | $102,852 | $99,640+3.2% | $86,436+19.0% | $134,475-23.5% |
| Participation rate | 92.3% | 82.0%+10.3pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.18% | 6782.58%-6799.8pp | 4394.89%-4412.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,491 | $4,400+2.1% | $3,769+19.2% | $4,740-5.2% |
| Participant deferral / active EE | $11,363 | $7,246+56.8% | $6,952+63.5% | $6,400+77.5% |
| Admin fee / account holder | $41,305 | $8,371+393.4% | $6,731+513.6% | $11,426+261.5% |