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 | $74,314 | $76,000-2.2% | $154,107-51.8% | $64,186+15.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.51% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,777 | $3,351-17.1% | $5,298-47.6% | $2,381+16.6% |
| Participant deferral / active EE | $3,966 | $3,175+24.9% | $5,081-21.9% | $3,470+14.3% |
| Admin fee / account holder | $1,536 | $5,596-72.5% | $13,411-88.5% | $4,888-68.6% |