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 | $93,381 | $49,177+89.9% | $79,464+17.5% | $64,186+45.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.08% | -1.16%-3.9pp | 718.14%-723.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $8,047 | $2,076+287.6% | $2,800+187.3% | $2,381+238.0% |
| Participant deferral / active EE | $5,322 | $2,821+88.6% | $3,704+43.7% | $3,470+53.4% |
| Admin fee / account holder | $3,561 | $3,839-7.2% | $5,113-30.3% | $4,888-27.1% |