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 | $105,952 | $76,000+39.4% | $154,107-31.2% | $64,186+65.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.91% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,967 | $3,351+48.2% | $5,298-6.2% | $2,381+108.6% |
| Participant deferral / active EE | $4,596 | $3,175+44.7% | $5,081-9.5% | $3,470+32.5% |
| Admin fee / account holder | $5,019 | $5,596-10.3% | $13,411-62.6% | $4,888+2.7% |