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 | $131,081 | $52,519+149.6% | $155,790-15.9% | $59,632+119.8% |
| Participation rate | 78.9% | 61.7%+17.2pp | 76.1%+2.8pp | 68.7%+10.2pp |
| Annual return | -1.43% | 53.51%-54.9pp | 71.54%-73.0pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,407 | $1,589-11.4% | $3,836-63.3% | $2,203-36.1% |
| Participant deferral / active EE | $8,227 | $3,084+166.7% | $4,797+71.5% | $3,192+157.8% |
| Admin fee / account holder | $4,326 | $3,540+22.2% | $7,478-42.1% | $4,297+0.7% |