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 | $141,366 | $52,519+169.2% | $155,790-9.3% | $59,632+137.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -2.21% | 53.51%-55.7pp | 71.54%-73.7pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $9,244 | $1,589+481.7% | $3,836+141.0% | $2,203+319.7% |
| Participant deferral / active EE | $4,856 | $3,084+57.4% | $4,797+1.2% | $3,192+52.2% |
| Admin fee / account holder | $1,822 | $3,540-48.5% | $7,478-75.6% | $4,297-57.6% |