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 | $92,738 | $57,354+61.7% | $83,848+10.6% | $64,186+44.5% |
| Participation rate | 91.4% | 68.6%+22.8pp | 76.1%+15.3pp | 69.6%+21.9pp |
| Annual return | -3.94% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $684 | $2,545-73.1% | $3,631-81.2% | $2,381-71.3% |
| Participant deferral / active EE | $4,810 | $2,993+60.7% | $4,082+17.8% | $3,470+38.6% |
| Admin fee / account holder | $19,442 | $4,046+380.6% | $5,478+254.9% | $4,888+297.8% |