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 | $185,796 | $75,828+145.0% | $147,614+25.9% | $59,632+211.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.64% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $6,745 | $3,485+93.6% | $5,564+21.2% | $2,203+206.2% |
| Participant deferral / active EE | $3,396 | $3,130+8.5% | $4,895-30.6% | $3,192+6.4% |
| Admin fee / account holder | $1,763 | $5,985-70.5% | $11,611-84.8% | $4,297-59.0% |