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 | $219,861 | $75,828+189.9% | $147,614+48.9% | $59,632+268.7% |
| Participation rate | 88.8% | 71.6%+17.2pp | 84.6%+4.1pp | 68.7%+20.1pp |
| Annual return | -2.49% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $12,384 | $3,485+255.4% | $5,564+122.6% | $2,203+462.2% |
| Participant deferral / active EE | $8,237 | $3,130+163.1% | $4,895+68.3% | $3,192+158.1% |
| Admin fee / account holder | $15,840 | $5,985+164.7% | $11,611+36.4% | $4,297+268.6% |