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 | $42,273 | $76,000-44.4% | $154,107-72.6% | $64,186-34.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.39% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,090 | $3,351+22.1% | $5,298-22.8% | $2,381+71.8% |
| Participant deferral / active EE | $4,157 | $3,175+30.9% | $5,081-18.2% | $3,470+19.8% |
| Admin fee / account holder | $10,726 | $5,596+91.7% | $13,411-20.0% | $4,888+119.4% |