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 | $88,217 | $49,177+79.4% | $79,464+11.0% | $64,186+37.4% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.6%+13.8pp |
| Annual return | -4.82% | -1.16%-3.7pp | 718.14%-723.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,482 | $2,076+67.7% | $2,800+24.3% | $2,381+46.3% |
| Participant deferral / active EE | $5,582 | $2,821+97.8% | $3,704+50.7% | $3,470+60.9% |
| Admin fee / account holder | $7,446 | $3,839+94.0% | $5,113+45.6% | $4,888+52.3% |