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 | $179,984 | $76,000+136.8% | $154,107+16.8% | $64,186+180.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.57% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $10,161 | $3,351+203.2% | $5,298+91.8% | $2,381+326.8% |
| Participant deferral / active EE | $8,103 | $3,175+155.2% | $5,081+59.5% | $3,470+133.5% |
| Admin fee / account holder | $7,702 | $5,596+37.6% | $13,411-42.6% | $4,888+57.6% |