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 | $80,706 | $76,000+6.2% | $154,107-47.6% | $64,186+25.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.90% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,406 | $3,351-28.2% | $5,298-54.6% | $2,381+1.1% |
| Participant deferral / active EE | $3,351 | $3,175+5.5% | $5,081-34.0% | $3,470-3.4% |
| Admin fee / account holder | $3,541 | $5,596-36.7% | $13,411-73.6% | $4,888-27.6% |