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 | $175,750 | $84,695+107.5% | $73,843+138.0% | $125,391+40.2% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -2.03% | 3123.53%-3125.6pp | 2267.84%-2269.9pp | 282.22%-284.3pp |
| Employer contribution / active EE | $6,051 | $3,123+93.8% | $2,787+117.1% | $4,866+24.4% |
| Participant deferral / active EE | $15,045 | $3,992+276.8% | $3,583+319.9% | $5,352+181.1% |
| Admin fee / account holder | $17,170 | $5,691+201.7% | $4,880+251.8% | $9,540+80.0% |