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 | $202,179 | $76,000+166.0% | $154,107+31.2% | $64,186+215.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.78% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $6,173 | $3,351+84.2% | $5,298+16.5% | $2,381+159.3% |
| Participant deferral / active EE | $4,070 | $3,175+28.2% | $5,081-19.9% | $3,470+17.3% |
| Admin fee / account holder | $9,013 | $5,596+61.1% | $13,411-32.8% | $4,888+84.4% |