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 | $49,935 | $77,813-35.8% | $123,544-59.6% | $64,186-22.2% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -4.38% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,322 | $3,014+10.2% | $4,628-28.2% | $2,381+39.5% |
| Participant deferral / active EE | $6,044 | $5,240+15.3% | $6,426-5.9% | $3,470+74.2% |
| Admin fee / account holder | $1,096 | $5,519-80.1% | $9,284-88.2% | $4,888-77.6% |