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 | $47,624 | $57,354-17.0% | $83,848-43.2% | $64,186-25.8% |
| Participation rate | 90.1% | 68.6%+21.5pp | 76.1%+14.0pp | 69.6%+20.6pp |
| Annual return | -4.17% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,414 | $2,545+73.4% | $3,631+21.6% | $2,381+85.4% |
| Participant deferral / active EE | $1,370 | $2,993-54.2% | $4,082-66.4% | $3,470-60.5% |
| Admin fee / account holder | $878 | $4,046-78.3% | $5,478-84.0% | $4,888-82.0% |