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 | $159,515 | $75,828+110.4% | $147,614+8.1% | $59,632+167.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.78% | 0.37%-1.1pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $3,950 | $3,485+13.4% | $5,564-29.0% | $2,203+79.3% |
| Participant deferral / active EE | $3,130 | $3,1300% | $4,895-36.1% | $3,192-1.9% |
| Admin fee / account holder | $32,551 | $5,985+443.9% | $11,611+180.3% | $4,297+657.5% |