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 | $152,693 | $76,000+100.9% | $154,107-0.9% | $64,186+137.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.24% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $6,156 | $3,351+83.7% | $5,298+16.2% | $2,381+158.6% |
| Participant deferral / active EE | $6,781 | $3,175+113.6% | $5,081+33.5% | $3,470+95.4% |
| Admin fee / account holder | $800 | $5,596-85.7% | $13,411-94.0% | $4,888-83.6% |