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 | $30,934 | $75,828-59.2% | $147,614-79.0% | $59,632-48.1% |
| Participation rate | 81.5% | 71.6%+9.9pp | 84.6%-3.1pp | 68.7%+12.8pp |
| Annual return | -1.76% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $2,413 | $3,485-30.8% | $5,564-56.6% | $2,203+9.5% |
| Participant deferral / active EE | $2,729 | $3,130-12.8% | $4,895-44.3% | $3,192-14.5% |
| Admin fee / account holder | $5,931 | $5,985-0.9% | $11,611-48.9% | $4,297+38.0% |