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 | $52,968 | $158,817-66.6% | $121,196-56.3% | $135,375-60.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -2.91% | -0.64%-2.3pp | 16.93%-19.8pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,620 | $5,665-71.4% | $4,022-59.7% | $4,779-66.1% |
| Participant deferral / active EE | $5,027 | $4,005+25.5% | $3,344+50.3% | $5,609-10.4% |
| Admin fee / account holder | $6,750 | $6,512+3.6% | $5,019+34.5% | $10,827-37.7% |