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 | $134,669 | $76,000+77.2% | $154,107-12.6% | $64,186+109.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.57% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $10,225 | $3,351+205.2% | $5,298+93.0% | $2,381+329.5% |
| Participant deferral / active EE | $10,262 | $3,175+223.2% | $5,081+102.0% | $3,470+195.8% |
| Admin fee / account holder | $7,469 | $5,596+33.5% | $13,411-44.3% | $4,888+52.8% |