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 | $24,865 | $77,813-68.0% | $123,544-79.9% | $64,186-61.3% |
| Participation rate | 94.9% | 74.7%+20.2pp | 82.3%+12.6pp | 69.6%+25.3pp |
| Annual return | -5.45% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,695 | $3,014-43.8% | $4,628-63.4% | $2,381-28.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,036 | $5,519-63.1% | $9,284-78.1% | $4,888-58.3% |