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 | $227,506 | $76,000+199.4% | $154,107+47.6% | $64,186+254.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.97% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $15,078 | $3,351+350.0% | $5,298+184.6% | $2,381+533.3% |
| Participant deferral / active EE | $5,003 | $3,175+57.6% | $5,081-1.5% | $3,470+44.2% |
| Admin fee / account holder | $1,818 | $5,596-67.5% | $13,411-86.4% | $4,888-62.8% |