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 | $63,091 | $45,863+37.6% | $77,024-18.1% | $68,494-7.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.09% | 1.72%-18.8pp | 42.32%-59.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,870 | $1,650+74.0% | $2,812+2.1% | $2,596+10.5% |
| Participant deferral / active EE | $6,058 | $2,962+104.5% | $4,426+36.9% | $4,027+50.4% |
| Admin fee / account holder | $5,779 | $3,041+90.1% | $5,425+6.5% | $5,403+7.0% |