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 5-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 | $144,530 | $99,640+45.1% | $86,436+67.2% | $134,475+7.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.45% | 6782.58%-6797.0pp | 4394.89%-4409.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,030 | $4,400-31.1% | $3,769-19.6% | $4,740-36.1% |
| Participant deferral / active EE | $13,910 | $7,246+92.0% | $6,952+100.1% | $6,400+117.4% |
| Admin fee / account holder | $1,145 | $8,371-86.3% | $6,731-83.0% | $11,426-90.0% |