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 | $43,011 | $76,000-43.4% | $154,107-72.1% | $64,186-33.0% |
| Participation rate | 70.6% | 70.4%+0.2pp | 83.0%-12.4pp | 69.6%+1.0pp |
| Annual return | -5.04% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,449 | $3,351-56.8% | $5,298-72.6% | $2,381-39.1% |
| Participant deferral / active EE | $1,466 | $3,175-53.8% | $5,081-71.2% | $3,470-57.8% |
| Admin fee / account holder | $6,288 | $5,596+12.4% | $13,411-53.1% | $4,888+28.6% |