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 | $50,936 | $84,487-39.7% | $125,339-59.4% | $66,914-23.9% |
| Participation rate | 83.3% | 76.4%+6.9pp | 82.4%+1.0pp | 69.8%+13.5pp |
| Annual return | 4.00% | -8.39%+12.4pp | 572.05%-568.1pp | 1.58%+2.4pp |
| Employer contribution / active EE | $3,110 | $3,553-12.5% | $4,814-35.4% | $2,544+22.2% |
| Participant deferral / active EE | $8,072 | $6,781+19.0% | $7,446+8.4% | $4,237+90.5% |
| Admin fee / account holder | $2,498 | $685+264.7% | $10,010-75.0% | $593+321.1% |