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 | $157,152 | $99,640+57.7% | $86,436+81.8% | $134,475+16.9% |
| Participation rate | 94.4% | 82.0%+12.4pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -20.24% | 6782.58%-6802.8pp | 4394.89%-4415.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,552 | $4,400-19.3% | $3,769-5.8% | $4,740-25.1% |
| Participant deferral / active EE | $9,009 | $7,246+24.3% | $6,952+29.6% | $6,400+40.8% |
| Admin fee / account holder | $702 | $8,371-91.6% | $6,731-89.6% | $11,426-93.9% |