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 | $67,321 | $49,177+36.9% | $79,464-15.3% | $64,186+4.9% |
| Participation rate | 86.8% | 65.0%+21.7pp | 73.3%+13.4pp | 69.6%+17.2pp |
| Annual return | -1.46% | -1.16%-0.3pp | 718.14%-719.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $3,530 | $2,076+70.0% | $2,800+26.0% | $2,381+48.3% |
| Participant deferral / active EE | $2,437 | $2,821-13.6% | $3,704-34.2% | $3,470-29.8% |
| Admin fee / account holder | $10,145 | $3,839+164.3% | $5,113+98.4% | $4,888+107.6% |