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 | $67,491 | $49,177+37.2% | $79,464-15.1% | $64,186+5.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -1.77% | -1.16%-0.6pp | 718.14%-719.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $5,085 | $2,076+144.9% | $2,800+81.6% | $2,381+113.6% |
| Participant deferral / active EE | $3,267 | $2,821+15.8% | $3,704-11.8% | $3,470-5.8% |
| Admin fee / account holder | $7,098 | $3,839+84.9% | $5,113+38.8% | $4,888+45.2% |