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 | $106,572 | $76,000+40.2% | $154,107-30.8% | $64,186+66.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.02% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,241 | $3,351-3.3% | $5,298-38.8% | $2,381+36.1% |
| Participant deferral / active EE | $4,310 | $3,175+35.8% | $5,081-15.2% | $3,470+24.2% |
| Admin fee / account holder | $3,967 | $5,596-29.1% | $13,411-70.4% | $4,888-18.8% |