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 | $44,246 | $57,354-22.9% | $83,848-47.2% | $64,186-31.1% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | -5.97% | 11.38%-17.4pp | 850.88%-856.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,352 | $2,545-46.9% | $3,631-62.8% | $2,381-43.2% |
| Participant deferral / active EE | $2,359 | $2,993-21.2% | $4,082-42.2% | $3,470-32.0% |
| Admin fee / account holder | $3,114 | $4,046-23.0% | $5,478-43.1% | $4,888-36.3% |