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 | $132,419 | $76,000+74.2% | $154,107-14.1% | $64,186+106.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.86% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,559 | $3,351+36.1% | $5,298-13.9% | $2,381+91.5% |
| Participant deferral / active EE | $5,874 | $3,175+85.0% | $5,081+15.6% | $3,470+69.3% |
| Admin fee / account holder | $4,206 | $5,596-24.8% | $13,411-68.6% | $4,888-14.0% |