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 | $99,983 | $69,010+44.9% | $159,960-37.5% | $68,494+46.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -10.51% | -9.65%-0.9pp | 408.60%-419.1pp | -7.84%-2.7pp |
| Employer contribution / active EE | $3,317 | $2,213+49.8% | $4,226-21.5% | $2,596+27.7% |
| Participant deferral / active EE | $5,757 | $4,212+36.7% | $6,182-6.9% | $4,027+43.0% |
| Admin fee / account holder | $11,814 | $4,798+146.2% | $8,698+35.8% | $5,403+118.7% |