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 | $120,488 | $75,828+58.9% | $147,614-18.4% | $59,632+102.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $9,285 | $3,485+166.5% | $5,564+66.9% | $2,203+321.5% |
| Participant deferral / active EE | $7,321 | $3,130+133.9% | $4,895+49.6% | $3,192+129.4% |
| Admin fee / account holder | $1,134 | $5,985-81.1% | $11,611-90.2% | $4,297-73.6% |