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 | $16,278 | $76,000-78.6% | $154,107-89.4% | $64,186-74.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.59% | 30.32%-32.9pp | 735.12%-737.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,080 | $3,351-67.8% | $5,298-79.6% | $2,381-54.6% |
| Participant deferral / active EE | $1,885 | $3,175-40.6% | $5,081-62.9% | $3,470-45.7% |
| Admin fee / account holder | $13,246 | $5,596+136.7% | $13,411-1.2% | $4,888+171.0% |