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 | $189,517 | $76,000+149.4% | $154,107+23.0% | $64,186+195.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.63% | 30.32%-36.9pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,133 | $3,351+112.9% | $5,298+34.7% | $2,381+199.6% |
| Participant deferral / active EE | $4,859 | $3,175+53.0% | $5,081-4.4% | $3,470+40.1% |
| Admin fee / account holder | $12,441 | $5,596+122.3% | $13,411-7.2% | $4,888+154.5% |