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 | $208,916 | $94,529+121.0% | $140,016+49.2% | $64,186+225.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.83% | 7.77%-12.6pp | 651.12%-655.9pp | 7.63%-12.5pp |
| Employer contribution / active EE | $7,396 | $3,812+94.0% | $5,606+31.9% | $2,381+210.6% |
| Participant deferral / active EE | $8,488 | $5,250+61.7% | $6,927+22.5% | $3,470+144.6% |
| Admin fee / account holder | $23,005 | $6,741+241.3% | $10,705+114.9% | $4,888+370.6% |