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 | $89,819 | $47,977+87.2% | $154,107-41.7% | $56,287+59.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.84% | 3.54%-9.4pp | 735.12%-741.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,363 | $2,169-37.2% | $5,298-74.3% | $2,111-35.4% |
| Participant deferral / active EE | $1,065 | $2,392-55.5% | $5,081-79.0% | $3,350-68.2% |
| Admin fee / account holder | $4,544 | $438+937.0% | $13,411-66.1% | $521+772.3% |