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 | $138,686 | $76,000+82.5% | $154,107-10.0% | $64,186+116.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.42% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,221 | $3,351+85.7% | $5,298+17.4% | $2,381+161.3% |
| Participant deferral / active EE | $5,607 | $3,175+76.6% | $5,081+10.4% | $3,470+61.6% |
| Admin fee / account holder | $24,743 | $5,596+342.1% | $13,411+84.5% | $4,888+406.2% |