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 | $69,893 | $76,000-8.0% | $154,107-54.6% | $64,186+8.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.24% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,035 | $3,351-39.3% | $5,298-61.6% | $2,381-14.5% |
| Participant deferral / active EE | $4,051 | $3,175+27.6% | $5,081-20.3% | $3,470+16.7% |
| Admin fee / account holder | $1,772 | $5,596-68.3% | $13,411-86.8% | $4,888-63.8% |