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 | $111,518 | $48,274+131.0% | $63,517+75.6% | $59,632+87.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.78% | -240.79%+241.6pp | -70.30%+71.1pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $5,026 | $1,586+216.8% | $2,322+116.4% | $2,203+128.2% |
| Participant deferral / active EE | $4,426 | $2,343+88.9% | $2,953+49.9% | $3,192+38.7% |
| Admin fee / account holder | $10,211 | $3,600+183.6% | $5,892+73.3% | $4,297+137.6% |