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 | $124,163 | $76,000+63.4% | $154,107-19.4% | $64,186+93.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.11% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $8,295 | $3,351+147.6% | $5,298+56.6% | $2,381+248.4% |
| Participant deferral / active EE | $5,661 | $3,175+78.3% | $5,081+11.4% | $3,470+63.2% |
| Admin fee / account holder | $1,338 | $5,596-76.1% | $13,411-90.0% | $4,888-72.6% |