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 | $112,208 | $76,000+47.6% | $154,107-27.2% | $64,186+74.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.76% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,873 | $3,351+75.3% | $5,298+10.9% | $2,381+146.7% |
| Participant deferral / active EE | $6,241 | $3,175+96.6% | $5,081+22.8% | $3,470+79.9% |
| Admin fee / account holder | $6,900 | $5,596+23.3% | $13,411-48.5% | $4,888+41.2% |