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 | $47,004 | $76,000-38.2% | $154,107-69.5% | $64,186-26.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.32% | 30.32%-33.6pp | 735.12%-738.4pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,704 | $3,351-49.2% | $5,298-67.8% | $2,381-28.4% |
| Participant deferral / active EE | $2,988 | $3,175-5.9% | $5,081-41.2% | $3,470-13.9% |
| Admin fee / account holder | $2,451 | $5,596-56.2% | $13,411-81.7% | $4,888-49.9% |