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 | $27,303 | $72,404-62.3% | $110,238-75.2% | $64,186-57.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.90% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,034 | $2,282+33.0% | $3,826-20.7% | $2,381+27.5% |
| Participant deferral / active EE | $4,465 | $3,469+28.7% | $4,672-4.4% | $3,470+28.7% |
| Admin fee / account holder | $9,073 | $5,664+60.2% | $8,547+6.2% | $4,888+85.6% |