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 | $35,688 | $49,177-27.4% | $79,464-55.1% | $64,186-44.4% |
| Participation rate | 93.9% | 65.0%+28.9pp | 73.3%+20.6pp | 69.6%+24.4pp |
| Annual return | -5.93% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,107 | $2,076+49.6% | $2,800+10.9% | $2,381+30.5% |
| Participant deferral / active EE | $2,294 | $2,821-18.7% | $3,704-38.1% | $3,470-33.9% |
| Admin fee / account holder | $604 | $3,839-84.3% | $5,113-88.2% | $4,888-87.6% |