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 9-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 | $48,875 | $69,518-29.7% | $59,878-18.4% | $135,375-63.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.7%+15.3pp | 82.6%+7.4pp |
| Annual return | -4.80% | 7.94%-12.7pp | 3.46%-8.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,437 | $3,235+37.2% | $2,722+63.0% | $4,779-7.1% |
| Participant deferral / active EE | $4,437 | $4,206+5.5% | $3,402+30.4% | $5,609-20.9% |
| Admin fee / account holder | $1,475 | $5,734-74.3% | $3,590-58.9% | $10,827-86.4% |