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 | $71,468 | $49,177+45.3% | $79,464-10.1% | $64,186+11.3% |
| Participation rate | 81.6% | 65.0%+16.6pp | 73.3%+8.3pp | 69.6%+12.0pp |
| Annual return | -4.77% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,722 | $2,076+79.3% | $2,800+32.9% | $2,381+56.3% |
| Participant deferral / active EE | $2,616 | $2,821-7.3% | $3,704-29.4% | $3,470-24.6% |
| Admin fee / account holder | $4,438 | $3,839+15.6% | $5,113-13.2% | $4,888-9.2% |