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 | $56,027 | $77,813-28.0% | $123,544-54.7% | $64,186-12.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.11% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,204 | $3,014-60.0% | $4,628-74.0% | $2,381-49.4% |
| Participant deferral / active EE | $2,871 | $5,240-45.2% | $6,426-55.3% | $3,470-17.3% |
| Admin fee / account holder | $301 | $5,519-94.5% | $9,284-96.8% | $4,888-93.8% |