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 | $48,650 | $43,723+11.3% | $121,196-59.9% | $64,186-24.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -2.93% | 68.91%-71.8pp | 16.93%-19.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,893 | $1,296+46.0% | $4,022-52.9% | $2,381-20.5% |
| Participant deferral / active EE | $2,782 | $2,280+22.0% | $3,344-16.8% | $3,470-19.8% |
| Admin fee / account holder | $1,043 | $3,501-70.2% | $5,019-79.2% | $4,888-78.7% |