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 | $101,827 | $76,000+34.0% | $154,107-33.9% | $64,186+58.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.21% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,983 | $3,351+48.7% | $5,298-5.9% | $2,381+109.3% |
| Participant deferral / active EE | $5,472 | $3,175+72.3% | $5,081+7.7% | $3,470+57.7% |
| Admin fee / account holder | $15,219 | $5,596+172.0% | $13,411+13.5% | $4,888+211.4% |