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 | $48,124 | $76,000-36.7% | $154,107-68.8% | $64,186-25.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.55% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $528 | $3,351-84.3% | $5,298-90.0% | $2,381-77.8% |
| Participant deferral / active EE | $3,072 | $3,175-3.2% | $5,081-39.5% | $3,470-11.5% |
| Admin fee / account holder | $5,151 | $5,596-7.9% | $13,411-61.6% | $4,888+5.4% |