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 | $144,152 | $76,000+89.7% | $154,107-6.5% | $64,186+124.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.81% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $7,552 | $3,351+125.4% | $5,298+42.6% | $2,381+217.2% |
| Participant deferral / active EE | $5,415 | $3,175+70.5% | $5,081+6.6% | $3,470+56.1% |
| Admin fee / account holder | $3,243 | $5,596-42.0% | $13,411-75.8% | $4,888-33.6% |