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 | $81,847 | $57,354+42.7% | $83,848-2.4% | $64,186+27.5% |
| Participation rate | 90.6% | 68.6%+22.0pp | 76.1%+14.4pp | 69.6%+21.0pp |
| Annual return | -7.35% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $4,519 | $2,545+77.6% | $3,631+24.5% | $2,381+89.8% |
| Participant deferral / active EE | $3,196 | $2,993+6.8% | $4,082-21.7% | $3,470-7.9% |
| Admin fee / account holder | $4,674 | $4,046+15.5% | $5,478-14.7% | $4,888-4.4% |