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 | $42,323 | $49,177-13.9% | $79,464-46.7% | $64,186-34.1% |
| Participation rate | 91.9% | 65.0%+26.9pp | 73.3%+18.5pp | 69.6%+22.3pp |
| Annual return | -5.26% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $6,346 | $2,076+205.7% | $2,800+126.6% | $2,381+166.6% |
| Participant deferral / active EE | $1,422 | $2,821-49.6% | $3,704-61.6% | $3,470-59.0% |
| Admin fee / account holder | $854 | $3,839-77.8% | $5,113-83.3% | $4,888-82.5% |