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 | $53,405 | $158,817-66.4% | $121,196-55.9% | $135,375-60.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.88% | -0.64%-5.2pp | 16.93%-22.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,360 | $5,665-76.0% | $4,022-66.2% | $4,779-71.5% |
| Participant deferral / active EE | $2,479 | $4,005-38.1% | $3,344-25.9% | $5,609-55.8% |
| Admin fee / account holder | $1,324 | $6,512-79.7% | $5,019-73.6% | $10,827-87.8% |