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 | $142,473 | $76,000+87.5% | $154,107-7.5% | $64,186+122.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.68% | 30.32%-38.0pp | 735.12%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $8,506 | $3,351+153.9% | $5,298+60.6% | $2,381+257.3% |
| Participant deferral / active EE | $4,000 | $3,175+26.0% | $5,081-21.3% | $3,470+15.3% |
| Admin fee / account holder | $9,755 | $5,596+74.3% | $13,411-27.3% | $4,888+99.6% |