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 | $36,395 | $76,000-52.1% | $154,107-76.4% | $64,186-43.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.73% | 30.32%-34.0pp | 735.12%-738.8pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,878 | $3,351-44.0% | $5,298-64.6% | $2,381-21.1% |
| Participant deferral / active EE | $1,575 | $3,175-50.4% | $5,081-69.0% | $3,470-54.6% |
| Admin fee / account holder | $2,494 | $5,596-55.4% | $13,411-81.4% | $4,888-49.0% |