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 | $179,037 | $76,000+135.6% | $154,107+16.2% | $64,186+178.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.18% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,892 | $3,351+75.9% | $5,298+11.2% | $2,381+147.5% |
| Participant deferral / active EE | $5,496 | $3,175+73.1% | $5,081+8.2% | $3,470+58.4% |
| Admin fee / account holder | $7,459 | $5,596+33.3% | $13,411-44.4% | $4,888+52.6% |