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 | $91,971 | $56,199+63.7% | $67,652+35.9% | $59,632+54.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.05% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $8,180 | $1,614+406.7% | $2,266+261.1% | $2,203+271.4% |
| Participant deferral / active EE | $3,065 | $2,844+7.8% | $3,560-13.9% | $3,192-4.0% |
| Admin fee / account holder | $2,386 | $3,958-39.7% | $4,821-50.5% | $4,297-44.5% |