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 | $96,209 | $44,850+114.5% | $60,547+58.9% | $59,632+61.3% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -1.25% | 1074.14%-1075.4pp | 335.64%-336.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,381 | $1,462+62.9% | $2,419-1.6% | $2,203+8.1% |
| Participant deferral / active EE | $5,404 | $2,230+142.4% | $3,328+62.4% | $3,192+69.3% |
| Admin fee / account holder | $18,705 | $3,635+414.5% | $4,536+312.4% | $4,297+335.3% |