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 | $81,797 | $76,000+7.6% | $154,107-46.9% | $64,186+27.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.74% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $6,534 | $3,351+95.0% | $5,298+23.3% | $2,381+174.5% |
| Participant deferral / active EE | $4,466 | $3,175+40.7% | $5,081-12.1% | $3,470+28.7% |
| Admin fee / account holder | $12,206 | $5,596+118.1% | $13,411-9.0% | $4,888+149.7% |