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 | $16,290 | $43,723-62.7% | $121,196-86.6% | $64,186-74.6% |
| Participation rate | 87.9% | 58.3%+29.6pp | 71.7%+16.1pp | 69.6%+18.3pp |
| Annual return | -7.82% | 68.91%-76.7pp | 16.93%-24.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,268 | $1,296-2.2% | $4,022-68.5% | $2,381-46.8% |
| Participant deferral / active EE | $3,953 | $2,280+73.4% | $3,344+18.2% | $3,470+13.9% |
| Admin fee / account holder | $4,067 | $3,501+16.2% | $5,019-19.0% | $4,888-16.8% |