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 | $67,591 | $49,177+37.4% | $79,464-14.9% | $64,186+5.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.63% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,951 | $2,076-6.0% | $2,800-30.3% | $2,381-18.0% |
| Participant deferral / active EE | $3,340 | $2,821+18.4% | $3,704-9.8% | $3,470-3.7% |
| Admin fee / account holder | $3,239 | $3,839-15.6% | $5,113-36.6% | $4,888-33.7% |