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 | $16,545 | $49,177-66.4% | $79,464-79.2% | $64,186-74.2% |
| Participation rate | 89.7% | 65.0%+24.6pp | 73.3%+16.3pp | 69.6%+20.1pp |
| Annual return | -7.35% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,905 | $2,076+39.9% | $2,800+3.7% | $2,381+22.0% |
| Participant deferral / active EE | $3,319 | $2,821+17.6% | $3,704-10.4% | $3,470-4.3% |
| Admin fee / account holder | $664 | $3,839-82.7% | $5,113-87.0% | $4,888-86.4% |