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 | $58,068 | $76,000-23.6% | $154,107-62.3% | $64,186-9.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.07% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,283 | $3,351+27.8% | $5,298-19.1% | $2,381+79.9% |
| Participant deferral / active EE | $2,564 | $3,175-19.3% | $5,081-49.5% | $3,470-26.1% |
| Admin fee / account holder | $28,338 | $5,596+406.4% | $13,411+111.3% | $4,888+479.7% |