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 | $54,400 | $49,177+10.6% | $79,464-31.5% | $64,186-15.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.34% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,335 | $2,076-35.7% | $2,800-52.3% | $2,381-43.9% |
| Participant deferral / active EE | $4,306 | $2,821+52.6% | $3,704+16.3% | $3,470+24.1% |
| Admin fee / account holder | $2,438 | $3,839-36.5% | $5,113-52.3% | $4,888-50.1% |