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 | $124,784 | $99,640+25.2% | $86,436+44.4% | $134,475-7.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.37% | 6782.58%-6802.9pp | 4394.89%-4415.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $14,652 | $4,400+233.0% | $3,769+288.8% | $4,740+209.1% |
| Participant deferral / active EE | $10,651 | $7,246+47.0% | $6,952+53.2% | $6,400+66.4% |
| Admin fee / account holder | $396 | $8,371-95.3% | $6,731-94.1% | $11,426-96.5% |