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 | $38,784 | $77,813-50.2% | $123,544-68.6% | $64,186-39.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.96% | 12.48%-15.4pp | 119.20%-122.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,452 | $3,014-51.8% | $4,628-68.6% | $2,381-39.0% |
| Participant deferral / active EE | $5,451 | $5,240+4.0% | $6,426-15.2% | $3,470+57.1% |
| Admin fee / account holder | $9,351 | $5,519+69.4% | $9,284+0.7% | $4,888+91.3% |