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 | $82,233 | $49,177+67.2% | $79,464+3.5% | $64,186+28.1% |
| Participation rate | 98.0% | 65.0%+33.0pp | 73.3%+24.7pp | 69.6%+28.4pp |
| Annual return | -5.29% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,274 | $2,076+9.5% | $2,800-18.8% | $2,381-4.5% |
| Participant deferral / active EE | $5,350 | $2,821+89.6% | $3,704+44.4% | $3,470+54.2% |
| Admin fee / account holder | $5,793 | $3,839+50.9% | $5,113+13.3% | $4,888+18.5% |