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 | $215,995 | $76,000+184.2% | $154,107+40.2% | $64,186+236.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.48% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $7,571 | $3,351+126.0% | $5,298+42.9% | $2,381+218.0% |
| Participant deferral / active EE | $7,633 | $3,175+140.4% | $5,081+50.2% | $3,470+120.0% |
| Admin fee / account holder | $695 | $5,596-87.6% | $13,411-94.8% | $4,888-85.8% |