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 | $44,768 | $57,354-21.9% | $83,848-46.6% | $64,186-30.3% |
| Participation rate | 79.3% | 68.6%+10.7pp | 76.1%+3.2pp | 69.6%+9.7pp |
| Annual return | -6.03% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,226 | $2,545-12.5% | $3,631-38.7% | $2,381-6.5% |
| Participant deferral / active EE | $2,920 | $2,993-2.4% | $4,082-28.5% | $3,470-15.8% |
| Admin fee / account holder | $4,872 | $4,046+20.4% | $5,478-11.1% | $4,888-0.3% |