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 | $174,755 | $76,000+129.9% | $154,107+13.4% | $64,186+172.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.64% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $9,233 | $3,351+175.5% | $5,298+74.3% | $2,381+287.8% |
| Participant deferral / active EE | $5,440 | $3,175+71.3% | $5,081+7.1% | $3,470+56.8% |
| Admin fee / account holder | $6,101 | $5,596+9.0% | $13,411-54.5% | $4,888+24.8% |