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 | $43,494 | $76,000-42.8% | $154,107-71.8% | $64,186-32.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.56% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,631 | $3,351+8.4% | $5,298-31.5% | $2,381+52.5% |
| Participant deferral / active EE | $4,439 | $3,175+39.8% | $5,081-12.6% | $3,470+28.0% |
| Admin fee / account holder | $2,349 | $5,596-58.0% | $13,411-82.5% | $4,888-51.9% |