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 | $93,502 | $76,000+23.0% | $154,107-39.3% | $64,186+45.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.77% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,872 | $3,351+45.4% | $5,298-8.0% | $2,381+104.6% |
| Participant deferral / active EE | $3,860 | $3,175+21.6% | $5,081-24.0% | $3,470+11.2% |
| Admin fee / account holder | $2,680 | $5,596-52.1% | $13,411-80.0% | $4,888-45.2% |