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 | $66,898 | $49,177+36.0% | $79,464-15.8% | $64,186+4.2% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.3%+19.0pp | 69.6%+22.7pp |
| Annual return | -7.09% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,581 | $2,076+120.7% | $2,800+63.6% | $2,381+92.4% |
| Participant deferral / active EE | $6,610 | $2,821+134.3% | $3,704+78.5% | $3,470+90.5% |
| Admin fee / account holder | $9,936 | $3,839+158.8% | $5,113+94.3% | $4,888+103.3% |