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 | $46,280 | $57,354-19.3% | $83,848-44.8% | $64,186-27.9% |
| Participation rate | 93.2% | 68.6%+24.6pp | 76.1%+17.1pp | 69.6%+23.7pp |
| Annual return | -6.94% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,904 | $2,545+53.4% | $3,631+7.5% | $2,381+64.0% |
| Participant deferral / active EE | $2,692 | $2,993-10.0% | $4,082-34.0% | $3,470-22.4% |
| Admin fee / account holder | $2,996 | $4,046-25.9% | $5,478-45.3% | $4,888-38.7% |