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 | $30,173 | $49,177-38.6% | $79,464-62.0% | $64,186-53.0% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.6%+21.3pp |
| Annual return | -5.65% | -1.16%-4.5pp | 718.14%-723.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,515 | $2,076-27.0% | $2,800-45.9% | $2,381-36.4% |
| Participant deferral / active EE | $1,515 | $2,821-46.3% | $3,704-59.1% | $3,470-56.3% |
| Admin fee / account holder | $5,646 | $3,839+47.1% | $5,113+10.4% | $4,888+15.5% |