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 | $59,100 | $75,828-22.1% | $147,614-60.0% | $59,632-0.9% |
| Participation rate | 93.1% | 71.6%+21.5pp | 84.6%+8.5pp | 68.7%+24.4pp |
| Annual return | -1.87% | 0.37%-2.2pp | 61.98%-63.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $4,245 | $3,485+21.8% | $5,564-23.7% | $2,203+92.7% |
| Participant deferral / active EE | $5,600 | $3,130+78.9% | $4,895+14.4% | $3,192+75.5% |
| Admin fee / account holder | $22,308 | $5,985+272.7% | $11,611+92.1% | $4,297+419.2% |