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 | $57,892 | $49,177+17.7% | $79,464-27.1% | $64,186-9.8% |
| Participation rate | 80.3% | 65.0%+15.3pp | 73.3%+7.0pp | 69.6%+10.8pp |
| Annual return | -3.03% | -1.16%-1.9pp | 718.14%-721.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,625 | $2,076+74.6% | $2,800+29.4% | $2,381+52.2% |
| Participant deferral / active EE | $3,641 | $2,821+29.0% | $3,704-1.7% | $3,470+4.9% |
| Admin fee / account holder | $4,180 | $3,839+8.9% | $5,113-18.2% | $4,888-14.5% |