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 | $140,882 | $76,000+85.4% | $154,107-8.6% | $64,186+119.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.44% | 30.32%-31.8pp | 735.12%-736.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $6,875 | $3,351+105.2% | $5,298+29.8% | $2,381+188.8% |
| Participant deferral / active EE | $3,766 | $3,175+18.6% | $5,081-25.9% | $3,470+8.5% |
| Admin fee / account holder | $2,210 | $5,596-60.5% | $13,411-83.5% | $4,888-54.8% |