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 | $85,442 | $76,000+12.4% | $154,107-44.6% | $64,186+33.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.81% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,745 | $3,351-47.9% | $5,298-67.1% | $2,381-26.7% |
| Participant deferral / active EE | $3,776 | $3,175+18.9% | $5,081-25.7% | $3,470+8.8% |
| Admin fee / account holder | $4,994 | $5,596-10.8% | $13,411-62.8% | $4,888+2.2% |