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 | $210,996 | $76,000+177.6% | $154,107+36.9% | $64,186+228.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.90% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $9,880 | $3,351+194.9% | $5,298+86.5% | $2,381+315.0% |
| Participant deferral / active EE | $3,394 | $3,175+6.9% | $5,081-33.2% | $3,470-2.2% |
| Admin fee / account holder | $8,118 | $5,596+45.1% | $13,411-39.5% | $4,888+66.1% |