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 | $162,734 | $75,828+114.6% | $147,614+10.2% | $59,632+172.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.20% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $5,804 | $3,485+66.6% | $5,564+4.3% | $2,203+163.5% |
| Participant deferral / active EE | $2,640 | $3,130-15.7% | $4,895-46.1% | $3,192-17.3% |
| Admin fee / account holder | $2,626 | $5,985-56.1% | $11,611-77.4% | $4,297-38.9% |