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 | $82,547 | $49,177+67.9% | $79,464+3.9% | $64,186+28.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.79% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,281 | $2,076+58.0% | $2,800+17.2% | $2,381+37.8% |
| Participant deferral / active EE | $4,630 | $2,821+64.1% | $3,704+25.0% | $3,470+33.4% |
| Admin fee / account holder | $5,696 | $3,839+48.4% | $5,113+11.4% | $4,888+16.5% |