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 8-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 | $107,234 | $75,828+41.4% | $147,614-27.4% | $59,632+79.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.44% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $9,503 | $3,485+172.7% | $5,564+70.8% | $2,203+331.4% |
| Participant deferral / active EE | $4,768 | $3,130+52.3% | $4,895-2.6% | $3,192+49.4% |
| Admin fee / account holder | $35,162 | $5,985+487.5% | $11,611+202.8% | $4,297+718.3% |