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 | $61,846 | $77,813-20.5% | $123,544-49.9% | $64,186-3.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.53% | 12.48%-15.0pp | 119.20%-121.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $6,773 | $3,014+124.7% | $4,628+46.4% | $2,381+184.5% |
| Participant deferral / active EE | $14,849 | $5,240+183.4% | $6,426+131.1% | $3,470+328.0% |
| Admin fee / account holder | $4,868 | $5,519-11.8% | $9,284-47.6% | $4,888-0.4% |