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 | $67,023 | $49,177+36.3% | $79,464-15.7% | $64,186+4.4% |
| Participation rate | 97.3% | 65.0%+32.2pp | 73.3%+23.9pp | 69.6%+27.7pp |
| Annual return | -6.10% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,301 | $2,076-37.3% | $2,800-53.5% | $2,381-45.4% |
| Participant deferral / active EE | $3,516 | $2,821+24.6% | $3,704-5.1% | $3,470+1.3% |
| Admin fee / account holder | $668 | $3,839-82.6% | $5,113-86.9% | $4,888-86.3% |