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 | $66,704 | $76,000-12.2% | $154,107-56.7% | $64,186+3.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.78% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $7,660 | $3,351+128.6% | $5,298+44.6% | $2,381+221.7% |
| Participant deferral / active EE | $4,310 | $3,175+35.7% | $5,081-15.2% | $3,470+24.2% |
| Admin fee / account holder | $9,224 | $5,596+64.8% | $13,411-31.2% | $4,888+88.7% |