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 | $70,538 | $76,000-7.2% | $154,107-54.2% | $64,186+9.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.65% | 30.32%-33.0pp | 735.12%-737.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $4,057 | $3,351+21.1% | $5,298-23.4% | $2,381+70.4% |
| Participant deferral / active EE | $3,558 | $3,175+12.1% | $5,081-30.0% | $3,470+2.5% |
| Admin fee / account holder | $2,791 | $5,596-50.1% | $13,411-79.2% | $4,888-42.9% |