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 | $74,869 | $49,177+52.2% | $79,464-5.8% | $64,186+16.6% |
| Participation rate | 95.1% | 65.0%+30.1pp | 73.3%+21.8pp | 69.6%+25.6pp |
| Annual return | -6.17% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,327 | $2,076+12.1% | $2,800-16.9% | $2,381-2.3% |
| Participant deferral / active EE | $7,036 | $2,821+149.4% | $3,704+90.0% | $3,470+102.8% |
| Admin fee / account holder | $10,230 | $3,839+166.5% | $5,113+100.1% | $4,888+109.3% |