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 | $126,457 | $56,199+125.0% | $67,652+86.9% | $59,632+112.1% |
| Participation rate | 96.2% | 71.5%+24.8pp | 75.7%+20.6pp | 68.7%+27.6pp |
| Annual return | -0.47% | 18505.31%-18505.8pp | 6625.04%-6625.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,413 | $1,614+111.4% | $2,266+50.6% | $2,203+54.9% |
| Participant deferral / active EE | $7,629 | $2,844+168.3% | $3,560+114.3% | $3,192+139.0% |
| Admin fee / account holder | $1,001 | $3,958-74.7% | $4,821-79.2% | $4,297-76.7% |