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 | $63,058 | $76,000-17.0% | $154,107-59.1% | $64,186-1.8% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -4.56% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,394 | $3,351+1.3% | $5,298-35.9% | $2,381+42.6% |
| Participant deferral / active EE | $1,155 | $3,175-63.6% | $5,081-77.3% | $3,470-66.7% |
| Admin fee / account holder | $11,171 | $5,596+99.6% | $13,411-16.7% | $4,888+128.5% |