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 | $140,714 | $75,828+85.6% | $147,614-4.7% | $59,632+136.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.52% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $4,140 | $3,485+18.8% | $5,564-25.6% | $2,203+88.0% |
| Participant deferral / active EE | $2,941 | $3,130-6.0% | $4,895-39.9% | $3,192-7.9% |
| Admin fee / account holder | $2,445 | $5,985-59.2% | $11,611-78.9% | $4,297-43.1% |