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 | $99,498 | $57,354+73.5% | $83,848+18.7% | $64,186+55.0% |
| Participation rate | 94.9% | 68.6%+26.3pp | 76.1%+18.7pp | 69.6%+25.3pp |
| Annual return | -5.11% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,211 | $2,545-13.1% | $3,631-39.1% | $2,381-7.1% |
| Participant deferral / active EE | $4,336 | $2,993+44.9% | $4,082+6.2% | $3,470+25.0% |
| Admin fee / account holder | $965 | $4,046-76.2% | $5,478-82.4% | $4,888-80.3% |