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 | $165,206 | $99,640+65.8% | $86,436+91.1% | $134,475+22.9% |
| Participation rate | 92.3% | 82.0%+10.3pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.87% | 6782.58%-6800.4pp | 4394.89%-4412.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $16,743 | $4,400+280.5% | $3,769+344.3% | $4,740+253.3% |
| Participant deferral / active EE | $14,769 | $7,246+103.8% | $6,952+112.5% | $6,400+130.8% |
| Admin fee / account holder | $24,297 | $8,371+190.2% | $6,731+261.0% | $11,426+112.7% |