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 | $126,222 | $76,000+66.1% | $154,107-18.1% | $64,186+96.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.21% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,274 | $3,351+57.4% | $5,298-0.4% | $2,381+121.5% |
| Participant deferral / active EE | $4,707 | $3,175+48.2% | $5,081-7.4% | $3,470+35.7% |
| Admin fee / account holder | $19,487 | $5,596+248.2% | $13,411+45.3% | $4,888+298.7% |