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 | $104,654 | $76,000+37.7% | $154,107-32.1% | $64,186+63.0% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $7,221 | $3,351+115.5% | $5,298+36.3% | $2,381+203.3% |
| Participant deferral / active EE | $4,334 | $3,175+36.5% | $5,081-14.7% | $3,470+24.9% |
| Admin fee / account holder | $19,236 | $5,596+243.7% | $13,411+43.4% | $4,888+293.5% |