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 8-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 | $22,659 | $76,000-70.2% | $154,107-85.3% | $64,186-64.7% |
| Participation rate | 72.2% | 70.4%+1.8pp | 83.0%-10.8pp | 69.6%+2.7pp |
| Annual return | -4.85% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,006 | $3,351-70.0% | $5,298-81.0% | $2,381-57.8% |
| Participant deferral / active EE | $2,735 | $3,175-13.9% | $5,081-46.2% | $3,470-21.2% |
| Admin fee / account holder | $5,986 | $5,596+7.0% | $13,411-55.4% | $4,888+22.5% |