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 | $181,147 | $77,813+132.8% | $123,544+46.6% | $64,186+182.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.09% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,025 | $3,014+33.6% | $4,628-13.0% | $2,381+69.1% |
| Participant deferral / active EE | $7,776 | $5,240+48.4% | $6,426+21.0% | $3,470+124.1% |
| Admin fee / account holder | $3,075 | $5,519-44.3% | $9,284-66.9% | $4,888-37.1% |