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 | $178,436 | $75,828+135.3% | $147,614+20.9% | $59,632+199.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.40% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $12,369 | $3,485+255.0% | $5,564+122.3% | $2,203+461.6% |
| Participant deferral / active EE | $9,155 | $3,130+192.4% | $4,895+87.0% | $3,192+186.8% |
| Admin fee / account holder | $1,246 | $5,985-79.2% | $11,611-89.3% | $4,297-71.0% |