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 | $191,236 | $76,000+151.6% | $154,107+24.1% | $64,186+197.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.24% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $8,985 | $3,351+168.2% | $5,298+69.6% | $2,381+277.4% |
| Participant deferral / active EE | $5,391 | $3,175+69.8% | $5,081+6.1% | $3,470+55.4% |
| Admin fee / account holder | $6,317 | $5,596+12.9% | $13,411-52.9% | $4,888+29.2% |