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 | $79,271 | $57,354+38.2% | $83,848-5.5% | $64,186+23.5% |
| Participation rate | 84.6% | 68.6%+16.0pp | 76.1%+8.5pp | 69.6%+15.0pp |
| Annual return | -6.70% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,055 | $2,545-19.3% | $3,631-43.4% | $2,381-13.7% |
| Participant deferral / active EE | $7,467 | $2,993+149.5% | $4,082+83.0% | $3,470+115.2% |
| Admin fee / account holder | $8,364 | $4,046+106.7% | $5,478+52.7% | $4,888+71.1% |