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 | $111,992 | $76,000+47.4% | $154,107-27.3% | $64,186+74.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.50% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $7,058 | $3,351+110.6% | $5,298+33.2% | $2,381+196.4% |
| Participant deferral / active EE | $4,530 | $3,175+42.7% | $5,081-10.8% | $3,470+30.6% |
| Admin fee / account holder | $599 | $5,596-89.3% | $13,411-95.5% | $4,888-87.7% |