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 | $92,225 | $76,000+21.3% | $154,107-40.2% | $64,186+43.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.28% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $7,426 | $3,351+121.6% | $5,298+40.2% | $2,381+211.9% |
| Participant deferral / active EE | $5,436 | $3,175+71.2% | $5,081+7.0% | $3,470+56.7% |
| Admin fee / account holder | $1,230 | $5,596-78.0% | $13,411-90.8% | $4,888-74.8% |