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 | $15,404 | $76,000-79.7% | $154,107-90.0% | $64,186-76.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.45% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,465 | $3,351-56.3% | $5,298-72.3% | $2,381-38.5% |
| Participant deferral / active EE | $1,034 | $3,175-67.4% | $5,081-79.7% | $3,470-70.2% |
| Admin fee / account holder | $1,078 | $5,596-80.7% | $13,411-92.0% | $4,888-78.0% |