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 8-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 | $89,403 | $76,000+17.6% | $154,107-42.0% | $64,186+39.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.47% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $6,734 | $3,351+101.0% | $5,298+27.1% | $2,381+182.8% |
| Participant deferral / active EE | $5,713 | $3,175+79.9% | $5,081+12.5% | $3,470+64.7% |
| Admin fee / account holder | $20,422 | $5,596+264.9% | $13,411+52.3% | $4,888+317.8% |