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 | $75,798 | $57,354+32.2% | $83,848-9.6% | $64,186+18.1% |
| Participation rate | 85.2% | 68.6%+16.6pp | 76.1%+9.0pp | 69.6%+15.6pp |
| Annual return | -4.50% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,124 | $2,545+22.7% | $3,631-14.0% | $2,381+31.2% |
| Participant deferral / active EE | $10,097 | $2,993+237.4% | $4,082+147.4% | $3,470+191.0% |
| Admin fee / account holder | $41,050 | $4,046+914.7% | $5,478+649.3% | $4,888+739.8% |