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 | $141,637 | $76,000+86.4% | $154,107-8.1% | $64,186+120.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.14% | 30.32%-31.5pp | 735.12%-736.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $9,036 | $3,351+169.7% | $5,298+70.6% | $2,381+279.5% |
| Participant deferral / active EE | $7,151 | $3,175+125.2% | $5,081+40.8% | $3,470+106.1% |
| Admin fee / account holder | $4,168 | $5,596-25.5% | $13,411-68.9% | $4,888-14.7% |