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 7-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 | $54,625 | $76,000-28.1% | $154,107-64.6% | $64,186-14.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.17% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $7,346 | $3,351+119.2% | $5,298+38.7% | $2,381+208.5% |
| Participant deferral / active EE | $6,876 | $3,175+116.5% | $5,081+35.3% | $3,470+98.2% |
| Admin fee / account holder | $2,455 | $5,596-56.1% | $13,411-81.7% | $4,888-49.8% |