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 | $112,344 | $99,640+12.7% | $86,436+30.0% | $134,475-16.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.94% | 6782.58%-6800.5pp | 4394.89%-4412.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $5,344 | $4,400+21.4% | $3,769+41.8% | $4,740+12.8% |
| Participant deferral / active EE | $5,822 | $7,246-19.7% | $6,952-16.3% | $6,400-9.0% |
| Admin fee / account holder | $12,637 | $8,371+51.0% | $6,731+87.7% | $11,426+10.6% |