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 | $133,330 | $75,828+75.8% | $147,614-9.7% | $59,632+123.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.22% | 0.37%-0.1pp | 61.98%-61.8pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $10,382 | $3,485+198.0% | $5,564+86.6% | $2,203+371.4% |
| Participant deferral / active EE | $5,200 | $3,130+66.1% | $4,895+6.2% | $3,192+62.9% |
| Admin fee / account holder | $740 | $5,985-87.6% | $11,611-93.6% | $4,297-82.8% |