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 | $134,024 | $39,798+236.8% | $67,711+97.9% | $59,632+124.8% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -1.16% | 89.94%-91.1pp | 25.41%-26.6pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $4,342 | $1,393+211.7% | $2,559+69.7% | $2,203+97.1% |
| Participant deferral / active EE | $8,487 | $2,335+263.5% | $3,585+136.7% | $3,192+165.9% |
| Admin fee / account holder | $11,721 | $3,212+265.0% | $4,255+175.5% | $4,297+172.8% |