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 | $182,705 | $76,000+140.4% | $154,107+18.6% | $64,186+184.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.45% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $18,354 | $3,351+447.8% | $5,298+246.5% | $2,381+670.9% |
| Participant deferral / active EE | $10,989 | $3,175+246.1% | $5,081+116.3% | $3,470+216.7% |
| Admin fee / account holder | $12,261 | $5,596+119.1% | $13,411-8.6% | $4,888+150.8% |