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 9-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 | $185,755 | $76,000+144.4% | $154,107+20.5% | $64,186+189.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.92% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $7,940 | $3,351+137.0% | $5,298+49.9% | $2,381+233.5% |
| Participant deferral / active EE | $5,057 | $3,175+59.3% | $5,081-0.5% | $3,470+45.8% |
| Admin fee / account holder | $9,516 | $5,596+70.0% | $13,411-29.0% | $4,888+94.7% |