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 | $193,447 | $76,000+154.5% | $154,107+25.5% | $64,186+201.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.39% | 30.32%-32.7pp | 735.12%-737.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $5,547 | $3,351+65.5% | $5,298+4.7% | $2,381+133.0% |
| Participant deferral / active EE | $3,931 | $3,175+23.8% | $5,081-22.6% | $3,470+13.3% |
| Admin fee / account holder | $3,969 | $5,596-29.1% | $13,411-70.4% | $4,888-18.8% |