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 | $172,727 | $76,000+127.3% | $154,107+12.1% | $64,186+169.1% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | -6.28% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,687 | $3,351-19.8% | $5,298-49.3% | $2,381+12.8% |
| Participant deferral / active EE | $8,403 | $3,175+164.6% | $5,081+65.4% | $3,470+142.2% |
| Admin fee / account holder | $20,240 | $5,596+261.7% | $13,411+50.9% | $4,888+314.1% |