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 | $47,835 | $77,813-38.5% | $123,544-61.3% | $64,186-25.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.57% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,691 | $3,014-43.9% | $4,628-63.5% | $2,381-29.0% |
| Participant deferral / active EE | $3,079 | $5,240-41.2% | $6,426-52.1% | $3,470-11.2% |
| Admin fee / account holder | $1,442 | $5,519-73.9% | $9,284-84.5% | $4,888-70.5% |