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 | $152,406 | $99,640+53.0% | $86,436+76.3% | $134,475+13.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.72% | 6782.58%-6802.3pp | 4394.89%-4414.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,073 | $4,400-52.9% | $3,769-45.0% | $4,740-56.3% |
| Participant deferral / active EE | $4,983 | $7,246-31.2% | $6,952-28.3% | $6,400-22.1% |
| Admin fee / account holder | $1,594 | $8,371-81.0% | $6,731-76.3% | $11,426-86.0% |