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 | $185,074 | $75,828+144.1% | $147,614+25.4% | $59,632+210.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.19% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $11,938 | $3,485+242.6% | $5,564+114.5% | $2,203+442.0% |
| Participant deferral / active EE | $6,463 | $3,130+106.5% | $4,895+32.0% | $3,192+102.5% |
| Admin fee / account holder | $7,012 | $5,985+17.1% | $11,611-39.6% | $4,297+63.2% |