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 | $177,126 | $76,000+133.1% | $154,107+14.9% | $64,186+176.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.09% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $7,839 | $3,351+134.0% | $5,298+48.0% | $2,381+229.3% |
| Participant deferral / active EE | $8,455 | $3,175+166.3% | $5,081+66.4% | $3,470+143.7% |
| Admin fee / account holder | $14,391 | $5,596+157.1% | $13,411+7.3% | $4,888+194.4% |