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 | $36,091 | $76,000-52.5% | $154,107-76.6% | $64,186-43.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.71% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,707 | $3,351+40.5% | $5,298-11.2% | $2,381+97.7% |
| Participant deferral / active EE | $2,705 | $3,175-14.8% | $5,081-46.8% | $3,470-22.0% |
| Admin fee / account holder | $5,704 | $5,596+1.9% | $13,411-57.5% | $4,888+16.7% |