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 | $89,143 | $39,798+124.0% | $67,711+31.7% | $59,632+49.5% |
| Participation rate | 83.3% | 57.4%+26.0pp | 67.5%+15.8pp | 68.7%+14.7pp |
| Annual return | -1.39% | 89.94%-91.3pp | 25.41%-26.8pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $4,011 | $1,393+188.0% | $2,559+56.7% | $2,203+82.1% |
| Participant deferral / active EE | $3,526 | $2,335+51.0% | $3,585-1.6% | $3,192+10.5% |
| Admin fee / account holder | $866 | $3,212-73.0% | $4,255-79.6% | $4,297-79.8% |