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 | $110,562 | $76,000+45.5% | $154,107-28.3% | $64,186+72.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.27% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,951 | $3,351+47.8% | $5,298-6.5% | $2,381+107.9% |
| Participant deferral / active EE | $6,184 | $3,175+94.8% | $5,081+21.7% | $3,470+78.2% |
| Admin fee / account holder | $2,008 | $5,596-64.1% | $13,411-85.0% | $4,888-58.9% |