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 | $30,318 | $57,354-47.1% | $83,848-63.8% | $64,186-52.8% |
| Participation rate | 97.9% | 68.6%+29.3pp | 76.1%+21.8pp | 69.6%+28.3pp |
| Annual return | -4.88% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,523 | $2,545-0.9% | $3,631-30.5% | $2,381+6.0% |
| Participant deferral / active EE | $3,728 | $2,993+24.6% | $4,082-8.7% | $3,470+7.4% |
| Admin fee / account holder | $1,499 | $4,046-63.0% | $5,478-72.6% | $4,888-69.3% |