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 | $66,779 | $49,177+35.8% | $79,464-16.0% | $64,186+4.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.18% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,986 | $2,076+43.8% | $2,800+6.6% | $2,381+25.4% |
| Participant deferral / active EE | $8,360 | $2,821+196.3% | $3,704+125.7% | $3,470+140.9% |
| Admin fee / account holder | $921 | $3,839-76.0% | $5,113-82.0% | $4,888-81.2% |