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 | $17,775 | $76,000-76.6% | $154,107-88.5% | $64,186-72.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.72% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,390 | $3,351-28.7% | $5,298-54.9% | $2,381+0.4% |
| Participant deferral / active EE | $1,224 | $3,175-61.4% | $5,081-75.9% | $3,470-64.7% |
| Admin fee / account holder | $1,866 | $5,596-66.7% | $13,411-86.1% | $4,888-61.8% |