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 | $60,477 | $77,813-22.3% | $123,544-51.0% | $64,186-5.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.10% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,982 | $3,014+32.1% | $4,628-14.0% | $2,381+67.2% |
| Participant deferral / active EE | $4,632 | $5,240-11.6% | $6,426-27.9% | $3,470+33.5% |
| Admin fee / account holder | $3,586 | $5,519-35.0% | $9,284-61.4% | $4,888-26.6% |