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 9-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 | $104,445 | $56,199+85.8% | $67,652+54.4% | $59,632+75.1% |
| Participation rate | 88.5% | 71.5%+17.0pp | 75.7%+12.8pp | 68.7%+19.8pp |
| Annual return | -0.36% | 18505.31%-18505.7pp | 6625.04%-6625.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $4,795 | $1,614+197.0% | $2,266+111.7% | $2,203+117.7% |
| Participant deferral / active EE | $3,495 | $2,844+22.9% | $3,560-1.8% | $3,192+9.5% |
| Admin fee / account holder | $20,658 | $3,958+421.9% | $4,821+328.5% | $4,297+380.8% |