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 | $59,946 | $77,813-23.0% | $123,544-51.5% | $64,186-6.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.72% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,034 | $3,014-65.7% | $4,628-77.7% | $2,381-56.6% |
| Participant deferral / active EE | $5,562 | $5,240+6.2% | $6,426-13.4% | $3,470+60.3% |
| Admin fee / account holder | $6,138 | $5,519+11.2% | $9,284-33.9% | $4,888+25.6% |