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 | $24,852 | $49,177-49.5% | $79,464-68.7% | $64,186-61.3% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | -6.77% | -1.16%-5.6pp | 718.14%-724.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,159 | $2,076+4.0% | $2,800-22.9% | $2,381-9.3% |
| Participant deferral / active EE | $3,702 | $2,821+31.2% | $3,704-0.1% | $3,470+6.7% |
| Admin fee / account holder | $8,160 | $3,839+112.6% | $5,113+59.6% | $4,888+66.9% |