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 | $192,838 | $76,000+153.7% | $154,107+25.1% | $64,186+200.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.20% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $12,519 | $3,351+273.6% | $5,298+136.3% | $2,381+425.8% |
| Participant deferral / active EE | $7,965 | $3,175+150.9% | $5,081+56.8% | $3,470+129.6% |
| Admin fee / account holder | $2,827 | $5,596-49.5% | $13,411-78.9% | $4,888-42.2% |