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 | $84,093 | $45,152+86.2% | $73,843+13.9% | $59,632+41.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.56% | 27.40%-29.0pp | 2267.84%-2269.4pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,729 | $1,902+43.5% | $2,787-2.1% | $2,203+23.9% |
| Participant deferral / active EE | $5,398 | $2,574+109.7% | $3,583+50.6% | $3,192+69.1% |
| Admin fee / account holder | $8,445 | $3,516+140.2% | $4,880+73.0% | $4,297+96.5% |