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 | $199,037 | $76,000+161.9% | $154,107+29.2% | $64,186+210.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.14% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $10,139 | $3,351+202.6% | $5,298+91.4% | $2,381+325.9% |
| Participant deferral / active EE | $5,438 | $3,175+71.3% | $5,081+7.0% | $3,470+56.7% |
| Admin fee / account holder | $15,454 | $5,596+176.2% | $13,411+15.2% | $4,888+216.2% |