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 | $40,517 | $77,813-47.9% | $123,544-67.2% | $64,186-36.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.33% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,413 | $3,014+13.2% | $4,628-26.2% | $2,381+43.4% |
| Participant deferral / active EE | $8,503 | $5,240+62.3% | $6,426+32.3% | $3,470+145.1% |
| Admin fee / account holder | $1,788 | $5,519-67.6% | $9,284-80.7% | $4,888-63.4% |