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 | $90,113 | $57,354+57.1% | $83,848+7.5% | $64,186+40.4% |
| Participation rate | 94.3% | 68.6%+25.7pp | 76.1%+18.2pp | 69.6%+24.8pp |
| Annual return | -4.64% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,560 | $2,545+0.6% | $3,631-29.5% | $2,381+7.5% |
| Participant deferral / active EE | $6,485 | $2,993+116.7% | $4,082+58.9% | $3,470+86.9% |
| Admin fee / account holder | $9,486 | $4,046+134.5% | $5,478+73.2% | $4,888+94.1% |