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 | $125,137 | $76,000+64.7% | $154,107-18.8% | $64,186+95.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.49% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,699 | $3,351-49.3% | $5,298-67.9% | $2,381-28.6% |
| Participant deferral / active EE | $5,824 | $3,175+83.4% | $5,081+14.6% | $3,470+67.9% |
| Admin fee / account holder | $3,015 | $5,596-46.1% | $13,411-77.5% | $4,888-38.3% |