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 | $164,214 | $76,000+116.1% | $154,107+6.6% | $64,186+155.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.56% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $10,346 | $3,351+208.8% | $5,298+95.3% | $2,381+334.6% |
| Participant deferral / active EE | $8,869 | $3,175+179.3% | $5,081+74.6% | $3,470+155.6% |
| Admin fee / account holder | $7,747 | $5,596+38.4% | $13,411-42.2% | $4,888+58.5% |