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 5-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 | $99,114 | $56,199+76.4% | $67,652+46.5% | $59,632+66.2% |
| Participation rate | 98.1% | 71.5%+26.6pp | 75.7%+22.4pp | 68.7%+29.4pp |
| Annual return | -1.56% | 18505.31%-18506.9pp | 6625.04%-6626.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,231 | $1,614+38.2% | $2,266-1.5% | $2,203+1.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $28,420 | $3,958+618.0% | $4,821+489.5% | $4,297+561.4% |