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 | $113,078 | $76,000+48.8% | $154,107-26.6% | $64,186+76.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.82% | 30.32%-32.1pp | 735.12%-736.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $8,330 | $3,351+148.6% | $5,298+57.2% | $2,381+249.9% |
| Participant deferral / active EE | $4,834 | $3,175+52.2% | $5,081-4.9% | $3,470+39.3% |
| Admin fee / account holder | $10,161 | $5,596+81.6% | $13,411-24.2% | $4,888+107.9% |