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 | $219,302 | $76,000+188.6% | $154,107+42.3% | $64,186+241.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.08% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,673 | $3,351+99.1% | $5,298+26.0% | $2,381+180.3% |
| Participant deferral / active EE | $6,791 | $3,175+113.9% | $5,081+33.7% | $3,470+95.7% |
| Admin fee / account holder | $7,152 | $5,596+27.8% | $13,411-46.7% | $4,888+46.3% |