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 | $184,534 | $76,000+142.8% | $154,107+19.7% | $64,186+187.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.80% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,555 | $3,351-23.8% | $5,298-51.8% | $2,381+7.3% |
| Participant deferral / active EE | $5,929 | $3,175+86.7% | $5,081+16.7% | $3,470+70.9% |
| Admin fee / account holder | $5,436 | $5,596-2.9% | $13,411-59.5% | $4,888+11.2% |