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 | $103,839 | $52,519+97.7% | $155,790-33.3% | $59,632+74.1% |
| Participation rate | 88.9% | 61.7%+27.2pp | 76.1%+12.8pp | 68.7%+20.2pp |
| Annual return | -0.76% | 53.51%-54.3pp | 71.54%-72.3pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $5,124 | $1,589+222.4% | $3,836+33.6% | $2,203+132.6% |
| Participant deferral / active EE | $4,869 | $3,084+57.9% | $4,797+1.5% | $3,192+52.6% |
| Admin fee / account holder | $18,972 | $3,540+436.0% | $7,478+153.7% | $4,297+341.5% |