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 | $150,354 | $52,519+186.3% | $155,790-3.5% | $59,632+152.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -2.60% | 53.51%-56.1pp | 71.54%-74.1pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $1,655 | $1,589+4.2% | $3,836-56.9% | $2,203-24.9% |
| Participant deferral / active EE | $8,880 | $3,084+187.9% | $4,797+85.1% | $3,192+178.2% |
| Admin fee / account holder | $17,238 | $3,540+387.0% | $7,478+130.5% | $4,297+301.2% |