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 | $76,019 | $57,354+32.5% | $83,848-9.3% | $64,186+18.4% |
| Participation rate | 91.3% | 68.6%+22.7pp | 76.1%+15.2pp | 69.6%+21.7pp |
| Annual return | -1.28% | 11.38%-12.7pp | 850.88%-852.2pp | 7.63%-8.9pp |
| Employer contribution / active EE | $19,350 | $2,545+660.2% | $3,631+432.9% | $2,381+712.7% |
| Participant deferral / active EE | $3,465 | $2,993+15.8% | $4,082-15.1% | $3,470-0.1% |
| Admin fee / account holder | $4,964 | $4,046+22.7% | $5,478-9.4% | $4,888+1.6% |