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 | $68,676 | $57,354+19.7% | $83,848-18.1% | $64,186+7.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.96% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,697 | $2,545+5.9% | $3,631-25.7% | $2,381+13.3% |
| Participant deferral / active EE | $5,535 | $2,993+84.9% | $4,082+35.6% | $3,470+59.5% |
| Admin fee / account holder | $8,521 | $4,046+110.6% | $5,478+55.5% | $4,888+74.3% |