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 | $57,904 | $76,000-23.8% | $154,107-62.4% | $64,186-9.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.93% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $4,225 | $3,351+26.1% | $5,298-20.3% | $2,381+77.4% |
| Participant deferral / active EE | $3,485 | $3,175+9.8% | $5,081-31.4% | $3,470+0.4% |
| Admin fee / account holder | $3,081 | $5,596-44.9% | $13,411-77.0% | $4,888-37.0% |