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 | $104,121 | $39,798+161.6% | $67,711+53.8% | $59,632+74.6% |
| Participation rate | 97.7% | 57.4%+40.3pp | 67.5%+30.2pp | 68.7%+29.0pp |
| Annual return | -0.45% | 89.94%-90.4pp | 25.41%-25.9pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $7,782 | $1,393+458.7% | $2,559+204.1% | $2,203+253.3% |
| Participant deferral / active EE | $9,317 | $2,335+299.0% | $3,585+159.9% | $3,192+191.9% |
| Admin fee / account holder | $4,177 | $3,212+30.0% | $4,255-1.8% | $4,297-2.8% |