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 | $39,294 | $57,354-31.5% | $83,848-53.1% | $64,186-38.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -2.76% | 11.38%-14.1pp | 850.88%-853.6pp | 7.63%-10.4pp |
| Employer contribution / active EE | $3,054 | $2,545+20.0% | $3,631-15.9% | $2,381+28.3% |
| Participant deferral / active EE | $3,527 | $2,993+17.8% | $4,082-13.6% | $3,470+1.6% |
| Admin fee / account holder | $1,784 | $4,046-55.9% | $5,478-67.4% | $4,888-63.5% |