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 | $193,274 | $56,199+243.9% | $67,652+185.7% | $59,632+224.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.17% | 18505.31%-18505.5pp | 6625.04%-6625.2pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $10,517 | $1,614+551.4% | $2,266+364.2% | $2,203+377.5% |
| Participant deferral / active EE | $3,784 | $2,844+33.1% | $3,560+6.3% | $3,192+18.6% |
| Admin fee / account holder | $2,167 | $3,958-45.3% | $4,821-55.0% | $4,297-49.6% |