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 9-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 | $55,652 | $49,177+13.2% | $79,464-30.0% | $64,186-13.3% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.3%+11.3pp | 69.6%+15.0pp |
| Annual return | -5.84% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,211 | $2,076+6.5% | $2,800-21.1% | $2,381-7.1% |
| Participant deferral / active EE | $5,821 | $2,821+106.3% | $3,704+57.2% | $3,470+67.8% |
| Admin fee / account holder | $797 | $3,839-79.2% | $5,113-84.4% | $4,888-83.7% |