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 | $54,787 | $76,000-27.9% | $154,107-64.4% | $64,186-14.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.41% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,119 | $3,351-36.8% | $5,298-60.0% | $2,381-11.0% |
| Participant deferral / active EE | $4,075 | $3,175+28.3% | $5,081-19.8% | $3,470+17.4% |
| Admin fee / account holder | $7,437 | $5,596+32.9% | $13,411-44.5% | $4,888+52.1% |