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 | $163,427 | $99,640+64.0% | $86,436+89.1% | $134,475+21.5% |
| Participation rate | 94.7% | 82.0%+12.7pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -18.21% | 6782.58%-6800.8pp | 4394.89%-4413.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,215 | $4,400-4.2% | $3,769+11.9% | $4,740-11.1% |
| Participant deferral / active EE | $12,713 | $7,246+75.4% | $6,952+82.9% | $6,400+98.7% |
| Admin fee / account holder | $1,160 | $8,371-86.1% | $6,731-82.8% | $11,426-89.8% |