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 | $68,883 | $76,000-9.4% | $154,107-55.3% | $64,186+7.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.89% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $5,307 | $3,351+58.4% | $5,298+0.2% | $2,381+122.9% |
| Participant deferral / active EE | $3,867 | $3,175+21.8% | $5,081-23.9% | $3,470+11.4% |
| Admin fee / account holder | $2,654 | $5,596-52.6% | $13,411-80.2% | $4,888-45.7% |