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 | $129,804 | $75,828+71.2% | $147,614-12.1% | $59,632+117.7% |
| Participation rate | 98.5% | 71.6%+26.9pp | 84.6%+13.8pp | 68.7%+29.8pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $7,989 | $3,485+129.3% | $5,564+43.6% | $2,203+262.7% |
| Participant deferral / active EE | $5,118 | $3,130+63.5% | $4,895+4.6% | $3,192+60.4% |
| Admin fee / account holder | $1,162 | $5,985-80.6% | $11,611-90.0% | $4,297-72.9% |