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 | $70,218 | $49,177+42.8% | $79,464-11.6% | $64,186+9.4% |
| Participation rate | 82.4% | 65.0%+17.3pp | 73.3%+9.0pp | 69.6%+12.8pp |
| Annual return | -5.47% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,902 | $2,076+87.9% | $2,800+39.3% | $2,381+63.9% |
| Participant deferral / active EE | $4,509 | $2,821+59.8% | $3,704+21.7% | $3,470+30.0% |
| Admin fee / account holder | $4,248 | $3,839+10.6% | $5,113-16.9% | $4,888-13.1% |