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 | $49,642 | $77,813-36.2% | $123,544-59.8% | $64,186-22.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.42% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,512 | $3,014-16.7% | $4,628-45.7% | $2,381+5.5% |
| Participant deferral / active EE | $4,766 | $5,240-9.0% | $6,426-25.8% | $3,470+37.4% |
| Admin fee / account holder | $6,465 | $5,519+17.1% | $9,284-30.4% | $4,888+32.3% |