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 | $49,449 | $77,813-36.5% | $123,544-60.0% | $64,186-23.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.12% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,552 | $3,014-15.3% | $4,628-44.9% | $2,381+7.2% |
| Participant deferral / active EE | $4,144 | $5,240-20.9% | $6,426-35.5% | $3,470+19.5% |
| Admin fee / account holder | $24,506 | $5,519+344.1% | $9,284+164.0% | $4,888+401.3% |