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 | $47,302 | $77,813-39.2% | $123,544-61.7% | $64,186-26.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.17% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,544 | $3,014+50.8% | $4,628-1.8% | $2,381+90.9% |
| Participant deferral / active EE | $3,836 | $5,240-26.8% | $6,426-40.3% | $3,470+10.6% |
| Admin fee / account holder | $4,576 | $5,519-17.1% | $9,284-50.7% | $4,888-6.4% |