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 | $179,759 | $76,000+136.5% | $154,107+16.6% | $64,186+180.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.46% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $25,673 | $3,351+666.2% | $5,298+384.6% | $2,381+978.3% |
| Participant deferral / active EE | $19,750 | $3,175+522.0% | $5,081+288.7% | $3,470+469.2% |
| Admin fee / account holder | $1,052 | $5,596-81.2% | $13,411-92.2% | $4,888-78.5% |