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 | $71,352 | $77,813-8.3% | $123,544-42.2% | $64,186+11.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.32% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,836 | $3,014-39.1% | $4,628-60.3% | $2,381-22.9% |
| Participant deferral / active EE | $4,288 | $5,240-18.2% | $6,426-33.3% | $3,470+23.6% |
| Admin fee / account holder | $1,938 | $5,519-64.9% | $9,284-79.1% | $4,888-60.3% |