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 | $57,424 | $49,177+16.8% | $79,464-27.7% | $64,186-10.5% |
| Participation rate | 82.8% | 65.0%+17.8pp | 73.3%+9.5pp | 69.6%+13.2pp |
| Annual return | -6.41% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,655 | $2,076+27.9% | $2,800-5.2% | $2,381+11.5% |
| Participant deferral / active EE | $5,492 | $2,821+94.6% | $3,704+48.3% | $3,470+58.3% |
| Admin fee / account holder | $1,292 | $3,839-66.4% | $5,113-74.7% | $4,888-73.6% |