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 | $44,227 | $76,000-41.8% | $154,107-71.3% | $64,186-31.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.41% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,262 | $3,351-62.3% | $5,298-76.2% | $2,381-47.0% |
| Participant deferral / active EE | $2,580 | $3,175-18.7% | $5,081-49.2% | $3,470-25.6% |
| Admin fee / account holder | $2,475 | $5,596-55.8% | $13,411-81.5% | $4,888-49.4% |