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 | $41,635 | $76,000-45.2% | $154,107-73.0% | $64,186-35.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.47% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,818 | $3,351-15.9% | $5,298-46.8% | $2,381+18.4% |
| Participant deferral / active EE | $2,260 | $3,175-28.8% | $5,081-55.5% | $3,470-34.9% |
| Admin fee / account holder | $9,558 | $5,596+70.8% | $13,411-28.7% | $4,888+95.5% |