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 | $142,196 | $75,828+87.5% | $147,614-3.7% | $59,632+138.5% |
| Participation rate | 97.8% | 71.6%+26.3pp | 84.6%+13.2pp | 68.7%+29.2pp |
| Annual return | 0.65% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $7,571 | $3,485+117.3% | $5,564+36.1% | $2,203+243.7% |
| Participant deferral / active EE | $5,318 | $3,130+69.9% | $4,895+8.6% | $3,192+66.6% |
| Admin fee / account holder | $16,343 | $5,985+173.1% | $11,611+40.8% | $4,297+280.3% |