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 | $49,209 | $49,177+0.1% | $79,464-38.1% | $64,186-23.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.52% | -1.16%-2.4pp | 718.14%-721.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,538 | $2,076-25.9% | $2,800-45.1% | $2,381-35.4% |
| Participant deferral / active EE | $3,066 | $2,821+8.7% | $3,704-17.2% | $3,470-11.6% |
| Admin fee / account holder | $4,576 | $3,839+19.2% | $5,113-10.5% | $4,888-6.4% |