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 | $30,224 | $76,000-60.2% | $154,107-80.4% | $64,186-52.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.34% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,641 | $3,351-51.0% | $5,298-69.0% | $2,381-31.1% |
| Participant deferral / active EE | $2,695 | $3,175-15.1% | $5,081-47.0% | $3,470-22.3% |
| Admin fee / account holder | $9,910 | $5,596+77.1% | $13,411-26.1% | $4,888+102.7% |