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 | $226,184 | $76,000+197.6% | $154,107+46.8% | $64,186+252.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.55% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $8,204 | $3,351+144.8% | $5,298+54.9% | $2,381+244.6% |
| Participant deferral / active EE | $4,747 | $3,175+49.5% | $5,081-6.6% | $3,470+36.8% |
| Admin fee / account holder | $12,459 | $5,596+122.6% | $13,411-7.1% | $4,888+154.9% |