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 | $50,960 | $76,000-32.9% | $154,107-66.9% | $64,186-20.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.65% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,585 | $3,351+7.0% | $5,298-32.3% | $2,381+50.6% |
| Participant deferral / active EE | $1,960 | $3,175-38.3% | $5,081-61.4% | $3,470-43.5% |
| Admin fee / account holder | $5,291 | $5,596-5.5% | $13,411-60.5% | $4,888+8.2% |