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 | $185,404 | $67,331+175.4% | $60,874+204.6% | $134,475+37.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.46% | 49.93%-66.4pp | 16.90%-33.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $7,474 | $3,096+141.4% | $2,701+176.7% | $4,740+57.7% |
| Participant deferral / active EE | $18,975 | $4,538+318.1% | $3,817+397.2% | $6,400+196.5% |
| Admin fee / account holder | $34,877 | $4,582+661.2% | $3,224+981.7% | $11,426+205.2% |