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 | $109,554 | $52,519+108.6% | $155,790-29.7% | $59,632+83.7% |
| Participation rate | 78.4% | 61.7%+16.7pp | 76.1%+2.3pp | 68.7%+9.7pp |
| Annual return | -1.26% | 53.51%-54.8pp | 71.54%-72.8pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,183 | $1,589+37.3% | $3,836-43.1% | $2,203-0.9% |
| Participant deferral / active EE | $6,120 | $3,084+98.4% | $4,797+27.6% | $3,192+91.8% |
| Admin fee / account holder | $1,489 | $3,540-57.9% | $7,478-80.1% | $4,297-65.4% |