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 | $96,264 | $76,000+26.7% | $154,107-37.5% | $64,186+50.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.91% | 30.32%-32.2pp | 735.12%-737.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $8,232 | $3,351+145.7% | $5,298+55.4% | $2,381+245.8% |
| Participant deferral / active EE | $4,987 | $3,175+57.1% | $5,081-1.8% | $3,470+43.7% |
| Admin fee / account holder | $109,046 | $5,596+1848.6% | $13,411+713.1% | $4,888+2130.9% |