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 | $18,486 | $93,024-80.1% | $77,024-76.0% | $134,475-86.3% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -12.85% | 62.60%-75.4pp | 42.32%-55.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $3,387 | $3,418-0.9% | $2,812+20.4% | $4,740-28.5% |
| Participant deferral / active EE | $4,937 | $5,238-5.7% | $4,426+11.5% | $6,400-22.9% |
| Admin fee / account holder | $15,688 | $6,944+125.9% | $5,425+189.2% | $11,426+37.3% |