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 | $72,850 | $45,566+59.9% | $64,105+13.6% | $59,632+22.2% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -1.89% | 4.95%-6.8pp | 791.24%-793.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,903 | $934+103.8% | $1,820+4.6% | $2,203-13.6% |
| Participant deferral / active EE | $4,439 | $2,057+115.8% | $2,822+57.3% | $3,192+39.1% |
| Admin fee / account holder | $500 | $3,268-84.7% | $4,499-88.9% | $4,297-88.4% |