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 | $111,180 | $52,519+111.7% | $155,790-28.6% | $59,632+86.4% |
| Participation rate | 94.9% | 61.7%+33.2pp | 76.1%+18.8pp | 68.7%+26.2pp |
| Annual return | -0.60% | 53.51%-54.1pp | 71.54%-72.1pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $12,821 | $1,589+706.7% | $3,836+234.2% | $2,203+482.1% |
| Participant deferral / active EE | $8,229 | $3,084+166.8% | $4,797+71.5% | $3,192+157.8% |
| Admin fee / account holder | $12,916 | $3,540+264.9% | $7,478+72.7% | $4,297+200.6% |