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 | $170,302 | $99,640+70.9% | $86,436+97.0% | $134,475+26.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.27% | 6782.58%-6798.8pp | 4394.89%-4411.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $6,408 | $4,400+45.6% | $3,769+70.0% | $4,740+35.2% |
| Participant deferral / active EE | $12,057 | $7,246+66.4% | $6,952+73.4% | $6,400+88.4% |
| Admin fee / account holder | $17,665 | $8,371+111.0% | $6,731+162.4% | $11,426+54.6% |