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 | $178,051 | $76,000+134.3% | $154,107+15.5% | $64,186+177.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.77% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $9,124 | $3,351+172.3% | $5,298+72.2% | $2,381+283.2% |
| Participant deferral / active EE | $8,410 | $3,175+164.9% | $5,081+65.5% | $3,470+142.4% |
| Admin fee / account holder | $30,491 | $5,596+444.9% | $13,411+127.4% | $4,888+523.8% |