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 | $161,592 | $75,828+113.1% | $147,614+9.5% | $59,632+171.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.28% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $12,155 | $3,485+248.8% | $5,564+118.4% | $2,203+451.8% |
| Participant deferral / active EE | $6,778 | $3,130+116.5% | $4,895+38.5% | $3,192+112.4% |
| Admin fee / account holder | $20,146 | $5,985+236.6% | $11,611+73.5% | $4,297+368.8% |