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 | $48,955 | $77,813-37.1% | $123,544-60.4% | $64,186-23.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.88% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,938 | $3,014-35.7% | $4,628-58.1% | $2,381-18.6% |
| Participant deferral / active EE | $4,584 | $5,240-12.5% | $6,426-28.7% | $3,470+32.1% |
| Admin fee / account holder | $2,537 | $5,519-54.0% | $9,284-72.7% | $4,888-48.1% |