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 | $65,613 | $45,566+44.0% | $64,105+2.4% | $59,632+10.0% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -2.07% | 4.95%-7.0pp | 791.24%-793.3pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,745 | $934+86.8% | $1,820-4.1% | $2,203-20.8% |
| Participant deferral / active EE | $1,552 | $2,057-24.5% | $2,822-45.0% | $3,192-51.4% |
| Admin fee / account holder | $355 | $3,268-89.1% | $4,499-92.1% | $4,297-91.7% |