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 | $27,030 | $76,000-64.4% | $154,107-82.5% | $64,186-57.9% |
| Participation rate | 80.4% | 70.4%+10.0pp | 83.0%-2.6pp | 69.6%+10.9pp |
| Annual return | -4.55% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,548 | $3,351-53.8% | $5,298-70.8% | $2,381-35.0% |
| Participant deferral / active EE | $3,813 | $3,175+20.1% | $5,081-24.9% | $3,470+9.9% |
| Admin fee / account holder | $1,342 | $5,596-76.0% | $13,411-90.0% | $4,888-72.5% |