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 | $119,485 | $75,828+57.6% | $147,614-19.1% | $59,632+100.4% |
| Participation rate | 97.3% | 71.6%+25.7pp | 84.6%+12.7pp | 68.7%+28.6pp |
| Annual return | -1.59% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $19,021 | $3,485+445.9% | $5,564+241.8% | $2,203+763.6% |
| Participant deferral / active EE | $13,842 | $3,130+342.2% | $4,895+182.8% | $3,192+333.7% |
| Admin fee / account holder | $28,423 | $5,985+374.9% | $11,611+144.8% | $4,297+561.5% |