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 | $97,129 | $99,640-2.5% | $86,436+12.4% | $134,475-27.8% |
| Participation rate | 93.3% | 82.0%+11.3pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -16.37% | 6782.58%-6798.9pp | 4394.89%-4411.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,580 | $4,400+26.8% | $3,769+48.1% | $4,740+17.7% |
| Participant deferral / active EE | $11,685 | $7,246+61.3% | $6,952+68.1% | $6,400+82.6% |
| Admin fee / account holder | $613 | $8,371-92.7% | $6,731-90.9% | $11,426-94.6% |