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 | $84,281 | $57,354+47.0% | $83,848+0.5% | $64,186+31.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.15% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,972 | $2,545-22.5% | $3,631-45.7% | $2,381-17.2% |
| Participant deferral / active EE | $3,221 | $2,993+7.6% | $4,082-21.1% | $3,470-7.2% |
| Admin fee / account holder | $9,024 | $4,046+123.1% | $5,478+64.7% | $4,888+84.6% |