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 | $199,081 | $99,640+99.8% | $86,436+130.3% | $134,475+48.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.20% | 6782.58%-6793.8pp | 4394.89%-4406.1pp | 417.96%-429.2pp |
| Employer contribution / active EE | $3,017 | $4,400-31.4% | $3,769-19.9% | $4,740-36.3% |
| Participant deferral / active EE | $6,233 | $7,246-14.0% | $6,952-10.3% | $6,400-2.6% |
| Admin fee / account holder | $15,394 | $8,371+83.9% | $6,731+128.7% | $11,426+34.7% |