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 | $70,030 | $57,354+22.1% | $83,848-16.5% | $64,186+9.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.74% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,774 | $2,545+9.0% | $3,631-23.6% | $2,381+16.5% |
| Participant deferral / active EE | $3,264 | $2,993+9.0% | $4,082-20.0% | $3,470-5.9% |
| Admin fee / account holder | $1,914 | $4,046-52.7% | $5,478-65.1% | $4,888-60.8% |