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 | $43,486 | $57,354-24.2% | $83,848-48.1% | $64,186-32.2% |
| Participation rate | 84.6% | 68.6%+16.0pp | 76.1%+8.5pp | 69.6%+15.0pp |
| Annual return | -6.31% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,846 | $2,545+11.8% | $3,631-21.6% | $2,381+19.5% |
| Participant deferral / active EE | $6,016 | $2,993+101.0% | $4,082+47.4% | $3,470+73.4% |
| Admin fee / account holder | $8,225 | $4,046+103.3% | $5,478+50.1% | $4,888+68.3% |