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 | $38,805 | $76,000-48.9% | $154,107-74.8% | $64,186-39.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.87% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,542 | $3,351-54.0% | $5,298-70.9% | $2,381-35.2% |
| Participant deferral / active EE | $1,573 | $3,175-50.5% | $5,081-69.0% | $3,470-54.7% |
| Admin fee / account holder | $1,006 | $5,596-82.0% | $13,411-92.5% | $4,888-79.4% |