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 | $183,066 | $76,000+140.9% | $154,107+18.8% | $64,186+185.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.98% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $5,415 | $3,351+61.6% | $5,298+2.2% | $2,381+127.4% |
| Participant deferral / active EE | $4,071 | $3,175+28.2% | $5,081-19.9% | $3,470+17.3% |
| Admin fee / account holder | $1,753 | $5,596-68.7% | $13,411-86.9% | $4,888-64.1% |