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 | $65,502 | $77,813-15.8% | $123,544-47.0% | $64,186+2.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.19% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,650 | $3,014-12.1% | $4,628-42.7% | $2,381+11.3% |
| Participant deferral / active EE | $3,207 | $5,240-38.8% | $6,426-50.1% | $3,470-7.6% |
| Admin fee / account holder | $9,057 | $5,519+64.1% | $9,284-2.4% | $4,888+85.3% |