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 | $63,009 | $77,813-19.0% | $123,544-49.0% | $64,186-1.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.60% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,866 | $3,014-38.1% | $4,628-59.7% | $2,381-21.6% |
| Participant deferral / active EE | $3,460 | $5,240-34.0% | $6,426-46.2% | $3,470-0.3% |
| Admin fee / account holder | $8,487 | $5,519+53.8% | $9,284-8.6% | $4,888+73.6% |