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 | $68,002 | $76,000-10.5% | $154,107-55.9% | $64,186+5.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.87% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,120 | $3,351-6.9% | $5,298-41.1% | $2,381+31.1% |
| Participant deferral / active EE | $3,938 | $3,175+24.0% | $5,081-22.5% | $3,470+13.5% |
| Admin fee / account holder | $559 | $5,596-90.0% | $13,411-95.8% | $4,888-88.6% |