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 | $106,043 | $97,757+8.5% | $83,848+26.5% | $135,375-21.7% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -6.04% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $6,852 | $4,222+62.3% | $3,631+88.7% | $4,779+43.4% |
| Participant deferral / active EE | $9,268 | $4,682+97.9% | $4,082+127.1% | $5,609+65.2% |
| Admin fee / account holder | $30,932 | $6,674+363.5% | $5,478+464.6% | $10,827+185.7% |