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 | $49,621 | $77,813-36.2% | $123,544-59.8% | $64,186-22.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.13% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,509 | $3,014+16.4% | $4,628-24.2% | $2,381+47.4% |
| Participant deferral / active EE | $6,267 | $5,240+19.6% | $6,426-2.5% | $3,470+80.6% |
| Admin fee / account holder | $4,715 | $5,519-14.6% | $9,284-49.2% | $4,888-3.5% |