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 | $165,585 | $76,000+117.9% | $154,107+7.4% | $64,186+158.0% |
| Participation rate | 96.2% | 70.4%+25.8pp | 83.0%+13.2pp | 69.6%+26.7pp |
| Annual return | -6.04% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $8,448 | $3,351+152.1% | $5,298+59.5% | $2,381+254.8% |
| Participant deferral / active EE | $5,376 | $3,175+69.3% | $5,081+5.8% | $3,470+55.0% |
| Admin fee / account holder | $3,881 | $5,596-30.7% | $13,411-71.1% | $4,888-20.6% |