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 | $183,487 | $76,000+141.4% | $154,107+19.1% | $64,186+185.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.56% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,000 | $3,351-10.5% | $5,298-43.4% | $2,381+26.0% |
| Participant deferral / active EE | $4,475 | $3,175+41.0% | $5,081-11.9% | $3,470+29.0% |
| Admin fee / account holder | $2,077 | $5,596-62.9% | $13,411-84.5% | $4,888-57.5% |