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 | $185,263 | $76,000+143.8% | $154,107+20.2% | $64,186+188.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.66% | 30.32%-34.0pp | 735.12%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $5,917 | $3,351+76.6% | $5,298+11.7% | $2,381+148.5% |
| Participant deferral / active EE | $4,566 | $3,175+43.8% | $5,081-10.1% | $3,470+31.6% |
| Admin fee / account holder | $9,256 | $5,596+65.4% | $13,411-31.0% | $4,888+89.4% |