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 | $27,386 | $77,813-64.8% | $123,544-77.8% | $64,186-57.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.40% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,504 | $3,014-50.1% | $4,628-67.5% | $2,381-36.8% |
| Participant deferral / active EE | $2,495 | $5,240-52.4% | $6,426-61.2% | $3,470-28.1% |
| Admin fee / account holder | $1,846 | $5,519-66.6% | $9,284-80.1% | $4,888-62.2% |