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 | $72,951 | $57,354+27.2% | $83,848-13.0% | $64,186+13.7% |
| Participation rate | 97.5% | 68.6%+28.9pp | 76.1%+21.4pp | 69.6%+27.9pp |
| Annual return | -6.54% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,389 | $2,545-6.1% | $3,631-34.2% | $2,381+0.3% |
| Participant deferral / active EE | $5,471 | $2,993+82.8% | $4,082+34.0% | $3,470+57.7% |
| Admin fee / account holder | $5,862 | $4,046+44.9% | $5,478+7.0% | $4,888+19.9% |