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 | $62,714 | $57,354+9.3% | $83,848-25.2% | $64,186-2.3% |
| Participation rate | 95.0% | 68.6%+26.4pp | 76.1%+18.9pp | 69.6%+25.4pp |
| Annual return | -5.34% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $6,000 | $2,545+135.7% | $3,631+65.3% | $2,381+152.0% |
| Participant deferral / active EE | $4,436 | $2,993+48.2% | $4,082+8.7% | $3,470+27.8% |
| Admin fee / account holder | $1,392 | $4,046-65.6% | $5,478-74.6% | $4,888-71.5% |