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 | $150,492 | $99,640+51.0% | $86,436+74.1% | $134,475+11.9% |
| Participation rate | 93.8% | 82.0%+11.7pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -19.40% | 6782.58%-6802.0pp | 4394.89%-4414.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,931 | $4,400-33.4% | $3,769-22.2% | $4,740-38.2% |
| Participant deferral / active EE | $10,317 | $7,246+42.4% | $6,952+48.4% | $6,400+61.2% |
| Admin fee / account holder | $13,340 | $8,371+59.4% | $6,731+98.2% | $11,426+16.8% |