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 | $165,698 | $76,000+118.0% | $154,107+7.5% | $64,186+158.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.56% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $12,355 | $3,351+268.7% | $5,298+133.2% | $2,381+418.9% |
| Participant deferral / active EE | $8,453 | $3,175+166.2% | $5,081+66.4% | $3,470+143.6% |
| Admin fee / account holder | $8,976 | $5,596+60.4% | $13,411-33.1% | $4,888+83.6% |