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 | $177,722 | $76,000+133.8% | $154,107+15.3% | $64,186+176.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.80% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $8,778 | $3,351+162.0% | $5,298+65.7% | $2,381+268.7% |
| Participant deferral / active EE | $11,024 | $3,175+247.2% | $5,081+117.0% | $3,470+217.7% |
| Admin fee / account holder | $21,204 | $5,596+278.9% | $13,411+58.1% | $4,888+333.8% |