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 | $87,399 | $76,000+15.0% | $154,107-43.3% | $64,186+36.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.65% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,375 | $3,351+60.4% | $5,298+1.5% | $2,381+125.8% |
| Participant deferral / active EE | $6,314 | $3,175+98.9% | $5,081+24.3% | $3,470+82.0% |
| Admin fee / account holder | $2,965 | $5,596-47.0% | $13,411-77.9% | $4,888-39.3% |