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 | $139,729 | $52,519+166.1% | $155,790-10.3% | $59,632+134.3% |
| Participation rate | 89.2% | 61.7%+27.5pp | 76.1%+13.1pp | 68.7%+20.5pp |
| Annual return | -0.39% | 53.51%-53.9pp | 71.54%-71.9pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $4,135 | $1,589+160.2% | $3,836+7.8% | $2,203+87.7% |
| Participant deferral / active EE | $10,189 | $3,084+230.3% | $4,797+112.4% | $3,192+219.2% |
| Admin fee / account holder | $21,946 | $3,540+520.0% | $7,478+193.5% | $4,297+410.7% |