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 | $100,340 | $44,873+123.6% | $79,464+26.3% | $56,287+78.3% |
| Participation rate | 79.6% | 68.7%+10.9pp | 73.3%+6.3pp | 69.9%+9.8pp |
| Annual return | -3.15% | 0.81%-4.0pp | 718.14%-721.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,864 | $2,140-12.9% | $2,800-33.4% | $2,111-11.7% |
| Participant deferral / active EE | $3,470 | $2,746+26.4% | $3,704-6.3% | $3,350+3.6% |
| Admin fee / account holder | $3,265 | $418+680.2% | $5,113-36.1% | $521+526.7% |