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 | $89,340 | $76,000+17.6% | $154,107-42.0% | $64,186+39.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.35% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $8,262 | $3,351+146.6% | $5,298+56.0% | $2,381+247.0% |
| Participant deferral / active EE | $5,992 | $3,175+88.7% | $5,081+17.9% | $3,470+72.7% |
| Admin fee / account holder | $9,860 | $5,596+76.2% | $13,411-26.5% | $4,888+101.7% |