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 | $203,811 | $76,000+168.2% | $154,107+32.3% | $64,186+217.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.92% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $18,529 | $3,351+453.0% | $5,298+249.8% | $2,381+678.2% |
| Participant deferral / active EE | $13,103 | $3,175+312.7% | $5,081+157.9% | $3,470+277.7% |
| Admin fee / account holder | $2,720 | $5,596-51.4% | $13,411-79.7% | $4,888-44.3% |