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 | $188,278 | $76,000+147.7% | $154,107+22.2% | $64,186+193.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.95% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $16,391 | $3,351+389.2% | $5,298+209.4% | $2,381+588.5% |
| Participant deferral / active EE | $11,052 | $3,175+248.1% | $5,081+117.5% | $3,470+218.5% |
| Admin fee / account holder | $621 | $5,596-88.9% | $13,411-95.4% | $4,888-87.3% |