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 | $41,861 | $94,529-55.7% | $140,016-70.1% | $64,186-34.8% |
| Participation rate | 96.6% | 84.1%+12.5pp | 87.5%+9.1pp | 69.6%+27.0pp |
| Annual return | -4.06% | 7.77%-11.8pp | 651.12%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,155 | $3,812-69.7% | $5,606-79.4% | $2,381-51.5% |
| Participant deferral / active EE | $2,652 | $5,250-49.5% | $6,927-61.7% | $3,470-23.6% |
| Admin fee / account holder | $6,606 | $6,741-2.0% | $10,705-38.3% | $4,888+35.2% |