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 | $24,162 | $49,177-50.9% | $79,464-69.6% | $64,186-62.4% |
| Participation rate | 80.8% | 65.0%+15.7pp | 73.3%+7.4pp | 69.6%+11.2pp |
| Annual return | -6.64% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,349 | $2,076+13.1% | $2,800-16.1% | $2,381-1.3% |
| Participant deferral / active EE | $4,519 | $2,821+60.2% | $3,704+22.0% | $3,470+30.3% |
| Admin fee / account holder | $6,169 | $3,839+60.7% | $5,113+20.6% | $4,888+26.2% |