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 | $92,383 | $49,177+87.9% | $79,464+16.3% | $64,186+43.9% |
| Participation rate | 75.9% | 65.0%+10.8pp | 73.3%+2.5pp | 69.6%+6.3pp |
| Annual return | -6.00% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,769 | $2,076+81.5% | $2,800+34.6% | $2,381+58.3% |
| Participant deferral / active EE | $4,997 | $2,821+77.1% | $3,704+34.9% | $3,470+44.0% |
| Admin fee / account holder | $8,977 | $3,839+133.8% | $5,113+75.6% | $4,888+83.6% |