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 | $182,572 | $76,000+140.2% | $154,107+18.5% | $64,186+184.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.91% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $6,461 | $3,351+92.8% | $5,298+22.0% | $2,381+171.4% |
| Participant deferral / active EE | $5,290 | $3,175+66.6% | $5,081+4.1% | $3,470+52.5% |
| Admin fee / account holder | $19,422 | $5,596+247.1% | $13,411+44.8% | $4,888+297.3% |