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 | $20,795 | $76,000-72.6% | $154,107-86.5% | $64,186-67.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.21% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,787 | $3,351+72.7% | $5,298+9.2% | $2,381+143.0% |
| Participant deferral / active EE | $3,301 | $3,175+4.0% | $5,081-35.0% | $3,470-4.8% |
| Admin fee / account holder | $9,559 | $5,596+70.8% | $13,411-28.7% | $4,888+95.6% |