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 | $144,231 | $76,000+89.8% | $154,107-6.4% | $64,186+124.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.57% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $5,028 | $3,351+50.1% | $5,298-5.1% | $2,381+111.2% |
| Participant deferral / active EE | $3,820 | $3,175+20.3% | $5,081-24.8% | $3,470+10.1% |
| Admin fee / account holder | $10,257 | $5,596+83.3% | $13,411-23.5% | $4,888+109.8% |