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 | $43,779 | $77,813-43.7% | $123,544-64.6% | $64,186-31.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.31% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,230 | $3,014+40.3% | $4,628-8.6% | $2,381+77.7% |
| Participant deferral / active EE | $4,256 | $5,240-18.8% | $6,426-33.8% | $3,470+22.7% |
| Admin fee / account holder | $1,401 | $5,519-74.6% | $9,284-84.9% | $4,888-71.3% |