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 | $68,384 | $76,000-10.0% | $154,107-55.6% | $64,186+6.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.26% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $5,329 | $3,351+59.0% | $5,298+0.6% | $2,381+123.8% |
| Participant deferral / active EE | $3,062 | $3,175-3.5% | $5,081-39.7% | $3,470-11.7% |
| Admin fee / account holder | $3,211 | $5,596-42.6% | $13,411-76.1% | $4,888-34.3% |