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 | $145,968 | $99,640+46.5% | $86,436+68.9% | $134,475+8.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.31% | 6782.58%-6800.9pp | 4394.89%-4413.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $4,548 | $4,400+3.3% | $3,769+20.7% | $4,740-4.0% |
| Participant deferral / active EE | $10,859 | $7,246+49.9% | $6,952+56.2% | $6,400+69.7% |
| Admin fee / account holder | $7,217 | $8,371-13.8% | $6,731+7.2% | $11,426-36.8% |