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 | $120,253 | $52,519+129.0% | $155,790-22.8% | $59,632+101.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -0.91% | 53.51%-54.4pp | 71.54%-72.4pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $7,807 | $1,589+391.3% | $3,836+103.5% | $2,203+254.4% |
| Participant deferral / active EE | $6,657 | $3,084+115.8% | $4,797+38.8% | $3,192+108.6% |
| Admin fee / account holder | $5,036 | $3,540+42.3% | $7,478-32.6% | $4,297+17.2% |