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 | $120,758 | $52,519+129.9% | $155,790-22.5% | $59,632+102.5% |
| Participation rate | 89.3% | 61.7%+27.6pp | 76.1%+13.2pp | 68.7%+20.6pp |
| Annual return | -0.28% | 53.51%-53.8pp | 71.54%-71.8pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $3,600 | $1,589+126.5% | $3,836-6.2% | $2,203+63.4% |
| Participant deferral / active EE | $4,808 | $3,084+55.9% | $4,797+0.2% | $3,192+50.6% |
| Admin fee / account holder | $12,625 | $3,540+256.6% | $7,478+68.8% | $4,297+193.8% |