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 5-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 | $113,823 | $52,903+115.2% | $73,307+55.3% | $59,632+90.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -1.51% | 12.20%-13.7pp | 5.67%-7.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $4,027 | $1,909+111.0% | $3,237+24.4% | $2,203+82.8% |
| Participant deferral / active EE | $5,575 | $4,069+37.0% | $4,991+11.7% | $3,192+74.7% |
| Admin fee / account holder | $916 | $3,834-76.1% | $5,637-83.8% | $4,297-78.7% |