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 | $43,939 | $77,813-43.5% | $123,544-64.4% | $64,186-31.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.89% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,693 | $3,014-43.8% | $4,628-63.4% | $2,381-28.9% |
| Participant deferral / active EE | $6,482 | $5,240+23.7% | $6,426+0.9% | $3,470+86.8% |
| Admin fee / account holder | $4,098 | $5,519-25.7% | $9,284-55.9% | $4,888-16.2% |