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 | $131,825 | $76,000+73.5% | $154,107-14.5% | $64,186+105.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.42% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,512 | $3,351+64.5% | $5,298+4.1% | $2,381+131.5% |
| Participant deferral / active EE | $4,561 | $3,175+43.7% | $5,081-10.2% | $3,470+31.5% |
| Admin fee / account holder | $9,613 | $5,596+71.8% | $13,411-28.3% | $4,888+96.7% |