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 | $166,173 | $76,000+118.6% | $154,107+7.8% | $64,186+158.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.17% | 30.32%-31.5pp | 735.12%-736.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $6,416 | $3,351+91.5% | $5,298+21.1% | $2,381+169.5% |
| Participant deferral / active EE | $5,317 | $3,175+67.5% | $5,081+4.7% | $3,470+53.3% |
| Admin fee / account holder | $3,082 | $5,596-44.9% | $13,411-77.0% | $4,888-36.9% |