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 | $135,861 | $75,828+79.2% | $147,614-8.0% | $59,632+127.8% |
| Participation rate | 85.2% | 71.6%+13.6pp | 84.6%+0.6pp | 68.7%+16.5pp |
| Annual return | -0.95% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $6,727 | $3,485+93.0% | $5,564+20.9% | $2,203+205.4% |
| Participant deferral / active EE | $5,943 | $3,130+89.8% | $4,895+21.4% | $3,192+86.2% |
| Admin fee / account holder | $394 | $5,985-93.4% | $11,611-96.6% | $4,297-90.8% |