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 | $135,075 | $76,000+77.7% | $154,107-12.4% | $64,186+110.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.23% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.9pp |
| Employer contribution / active EE | $10,735 | $3,351+220.4% | $5,298+102.6% | $2,381+350.9% |
| Participant deferral / active EE | $4,542 | $3,175+43.0% | $5,081-10.6% | $3,470+30.9% |
| Admin fee / account holder | $2,334 | $5,596-58.3% | $13,411-82.6% | $4,888-52.3% |