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 | $148,465 | $76,000+95.3% | $154,107-3.7% | $64,186+131.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.36% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $11,823 | $3,351+252.9% | $5,298+123.2% | $2,381+396.6% |
| Participant deferral / active EE | $8,318 | $3,175+162.0% | $5,081+63.7% | $3,470+139.7% |
| Admin fee / account holder | $1,746 | $5,596-68.8% | $13,411-87.0% | $4,888-64.3% |