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 | $108,315 | $49,177+120.3% | $79,464+36.3% | $64,186+68.8% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.6%+16.1pp |
| Annual return | -5.58% | -1.16%-4.4pp | 718.14%-723.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,405 | $2,821+56.1% | $3,704+18.9% | $3,470+27.0% |
| Admin fee / account holder | $800 | $3,839-79.2% | $5,113-84.4% | $4,888-83.6% |