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 | $63,523 | $158,817-60.0% | $121,196-47.6% | $135,375-53.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -2.85% | -0.64%-2.2pp | 16.93%-19.8pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,401 | $5,665-75.3% | $4,022-65.2% | $4,779-70.7% |
| Participant deferral / active EE | $3,372 | $4,005-15.8% | $3,344+0.8% | $5,609-39.9% |
| Admin fee / account holder | $413 | $6,512-93.7% | $5,019-91.8% | $10,827-96.2% |