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 | $164,151 | $76,000+116.0% | $154,107+6.5% | $64,186+155.7% |
| Participation rate | 91.2% | 70.4%+20.8pp | 83.0%+8.1pp | 69.6%+21.6pp |
| Annual return | -6.36% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $7,300 | $3,351+117.9% | $5,298+37.8% | $2,381+206.6% |
| Participant deferral / active EE | $3,638 | $3,175+14.6% | $5,081-28.4% | $3,470+4.9% |
| Admin fee / account holder | $720 | $5,596-87.1% | $13,411-94.6% | $4,888-85.3% |