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 | $46,049 | $77,813-40.8% | $123,544-62.7% | $64,186-28.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.56% | 12.48%-18.0pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,356 | $3,014+11.4% | $4,628-27.5% | $2,381+41.0% |
| Participant deferral / active EE | $7,284 | $5,240+39.0% | $6,426+13.4% | $3,470+109.9% |
| Admin fee / account holder | $7,022 | $5,519+27.2% | $9,284-24.4% | $4,888+43.7% |