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 | $61,391 | $77,813-21.1% | $123,544-50.3% | $64,186-4.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.80% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,757 | $3,014+57.8% | $4,628+2.8% | $2,381+99.8% |
| Participant deferral / active EE | $5,161 | $5,240-1.5% | $6,426-19.7% | $3,470+48.7% |
| Admin fee / account holder | $8,180 | $5,519+48.2% | $9,284-11.9% | $4,888+67.3% |