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 | $65,512 | $76,000-13.8% | $154,107-57.5% | $64,186+2.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.78% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,405 | $3,351+1.6% | $5,298-35.7% | $2,381+43.0% |
| Participant deferral / active EE | $4,581 | $3,175+44.3% | $5,081-9.8% | $3,470+32.0% |
| Admin fee / account holder | $2,867 | $5,596-48.8% | $13,411-78.6% | $4,888-41.3% |