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 | $168,551 | $39,798+323.5% | $67,711+148.9% | $59,632+182.7% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -1.28% | 89.94%-91.2pp | 25.41%-26.7pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $5,720 | $1,393+310.6% | $2,559+123.5% | $2,203+159.7% |
| Participant deferral / active EE | $8,942 | $2,335+283.0% | $3,585+149.4% | $3,192+180.2% |
| Admin fee / account holder | $20,321 | $3,212+532.7% | $4,255+377.6% | $4,297+372.9% |