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 5-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 | $37,819 | $76,000-50.2% | $154,107-75.5% | $64,186-41.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.87% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,181 | $3,351-64.8% | $5,298-77.7% | $2,381-50.4% |
| Participant deferral / active EE | $2,461 | $3,175-22.5% | $5,081-51.6% | $3,470-29.1% |
| Admin fee / account holder | $5,254 | $5,596-6.1% | $13,411-60.8% | $4,888+7.5% |