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 | $135,366 | $76,000+78.1% | $154,107-12.2% | $64,186+110.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.13% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.8pp |
| Employer contribution / active EE | $9,639 | $3,351+187.7% | $5,298+82.0% | $2,381+304.9% |
| Participant deferral / active EE | $5,845 | $3,175+84.1% | $5,081+15.0% | $3,470+68.5% |
| Admin fee / account holder | $30,044 | $5,596+436.9% | $13,411+124.0% | $4,888+514.6% |