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 | $58,916 | $76,000-22.5% | $154,107-61.8% | $64,186-8.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.12% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,102 | $3,351-37.3% | $5,298-60.3% | $2,381-11.7% |
| Participant deferral / active EE | $6,071 | $3,175+91.2% | $5,081+19.5% | $3,470+75.0% |
| Admin fee / account holder | $1,212 | $5,596-78.3% | $13,411-91.0% | $4,888-75.2% |