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 | $179,273 | $75,828+136.4% | $147,614+21.4% | $59,632+200.6% |
| Participation rate | 90.2% | 71.6%+18.6pp | 84.6%+5.6pp | 68.7%+21.5pp |
| Annual return | -1.46% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $6,944 | $3,485+99.3% | $5,564+24.8% | $2,203+215.3% |
| Participant deferral / active EE | $3,898 | $3,130+24.5% | $4,895-20.4% | $3,192+22.1% |
| Admin fee / account holder | $6,237 | $5,985+4.2% | $11,611-46.3% | $4,297+45.1% |