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 | $89,356 | $75,828+17.8% | $147,614-39.5% | $59,632+49.8% |
| Participation rate | 96.2% | 71.6%+24.6pp | 84.6%+11.5pp | 68.7%+27.5pp |
| Annual return | -1.32% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $7,308 | $3,485+109.7% | $5,564+31.3% | $2,203+231.8% |
| Participant deferral / active EE | $8,608 | $3,130+175.0% | $4,895+75.8% | $3,192+169.7% |
| Admin fee / account holder | $15,969 | $5,985+166.8% | $11,611+37.5% | $4,297+271.6% |