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 | $24,664 | $57,354-57.0% | $83,848-70.6% | $64,186-61.6% |
| Participation rate | 71.4% | 68.6%+2.8pp | 76.1%-4.7pp | 69.6%+1.9pp |
| Annual return | -7.63% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,892 | $2,545-25.6% | $3,631-47.9% | $2,381-20.5% |
| Participant deferral / active EE | $2,862 | $2,993-4.4% | $4,082-29.9% | $3,470-17.5% |
| Admin fee / account holder | $486 | $4,046-88.0% | $5,478-91.1% | $4,888-90.1% |