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 | $54,801 | $76,000-27.9% | $154,107-64.4% | $64,186-14.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.64% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,925 | $3,351+17.1% | $5,298-25.9% | $2,381+64.8% |
| Participant deferral / active EE | $3,915 | $3,175+23.3% | $5,081-23.0% | $3,470+12.8% |
| Admin fee / account holder | $5,718 | $5,596+2.2% | $13,411-57.4% | $4,888+17.0% |