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 | $127,691 | $49,177+159.7% | $79,464+60.7% | $64,186+98.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.42% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,689 | $2,076+29.5% | $2,800-4.0% | $2,381+12.9% |
| Participant deferral / active EE | $5,919 | $2,821+109.8% | $3,704+59.8% | $3,470+70.6% |
| Admin fee / account holder | $1,313 | $3,839-65.8% | $5,113-74.3% | $4,888-73.1% |