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 | $39,468 | $77,813-49.3% | $123,544-68.1% | $64,186-38.5% |
| 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 | $3,481 | $3,014+15.5% | $4,628-24.8% | $2,381+46.2% |
| Participant deferral / active EE | $6,697 | $5,240+27.8% | $6,426+4.2% | $3,470+93.0% |
| Admin fee / account holder | $7,405 | $5,519+34.2% | $9,284-20.2% | $4,888+51.5% |