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 | $97,296 | $49,177+97.9% | $79,464+22.4% | $64,186+51.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.73% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,869 | $2,076+86.3% | $2,800+38.2% | $2,381+62.5% |
| Participant deferral / active EE | $4,598 | $2,821+63.0% | $3,704+24.2% | $3,470+32.5% |
| Admin fee / account holder | $6,471 | $3,839+68.6% | $5,113+26.6% | $4,888+32.4% |