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 | $41,811 | $43,723-4.4% | $121,196-65.5% | $64,186-34.9% |
| Participation rate | 84.6% | 58.3%+26.3pp | 71.7%+12.9pp | 69.6%+15.0pp |
| Annual return | -4.08% | 68.91%-73.0pp | 16.93%-21.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $4,229 | $1,296+226.2% | $4,022+5.1% | $2,381+77.6% |
| Participant deferral / active EE | $3,261 | $2,280+43.0% | $3,344-2.5% | $3,470-6.0% |
| Admin fee / account holder | $3,279 | $3,501-6.3% | $5,019-34.7% | $4,888-32.9% |