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 | $69,121 | $49,177+40.6% | $79,464-13.0% | $64,186+7.7% |
| Participation rate | 93.8% | 65.0%+28.7pp | 73.3%+20.4pp | 69.6%+24.2pp |
| Annual return | -4.31% | -1.16%-3.2pp | 718.14%-722.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $5,479 | $2,076+163.9% | $2,800+95.7% | $2,381+130.1% |
| Participant deferral / active EE | $6,993 | $2,821+147.9% | $3,704+88.8% | $3,470+101.6% |
| Admin fee / account holder | $5,821 | $3,839+51.6% | $5,113+13.9% | $4,888+19.1% |