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 | $103,323 | $52,519+96.7% | $155,790-33.7% | $59,632+73.3% |
| Participation rate | 97.4% | 61.7%+35.7pp | 76.1%+21.3pp | 68.7%+28.7pp |
| Annual return | -1.52% | 53.51%-55.0pp | 71.54%-73.1pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $8,990 | $1,589+465.7% | $3,836+134.4% | $2,203+308.2% |
| Participant deferral / active EE | $4,601 | $3,084+49.2% | $4,797-4.1% | $3,192+44.2% |
| Admin fee / account holder | $20,187 | $3,540+470.3% | $7,478+170.0% | $4,297+369.8% |