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 | $148,876 | $72,177+106.3% | $115,037+29.4% | $59,632+149.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.25% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $16,100 | $2,841+466.6% | $4,608+249.4% | $2,203+630.9% |
| Participant deferral / active EE | $12,225 | $4,783+155.6% | $6,026+102.9% | $3,192+283.0% |
| Admin fee / account holder | $2,204 | $4,927-55.3% | $8,175-73.0% | $4,297-48.7% |