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 | $25,765 | $57,354-55.1% | $83,848-69.3% | $64,186-59.9% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | -8.29% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,370 | $2,545-6.9% | $3,631-34.7% | $2,381-0.5% |
| Participant deferral / active EE | $3,529 | $2,993+17.9% | $4,082-13.5% | $3,470+1.7% |
| Admin fee / account holder | $3,054 | $4,046-24.5% | $5,478-44.3% | $4,888-37.5% |