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 9-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 | $53,341 | $76,000-29.8% | $154,107-65.4% | $64,186-16.9% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -4.27% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,237 | $3,351-33.2% | $5,298-57.8% | $2,381-6.0% |
| Participant deferral / active EE | $2,144 | $3,175-32.5% | $5,081-57.8% | $3,470-38.2% |
| Admin fee / account holder | $15,453 | $5,596+176.1% | $13,411+15.2% | $4,888+216.1% |