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 | $207,514 | $99,640+108.3% | $86,436+140.1% | $134,475+54.3% |
| 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 | $7,667 | $4,400+74.2% | $3,769+103.4% | $4,740+61.8% |
| Participant deferral / active EE | $6,842 | $7,246-5.6% | $6,952-1.6% | $6,400+6.9% |
| Admin fee / account holder | $4,396 | $8,371-47.5% | $6,731-34.7% | $11,426-61.5% |