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 | $84,099 | $49,177+71.0% | $79,464+5.8% | $64,186+31.0% |
| Participation rate | 98.0% | 65.0%+33.0pp | 73.3%+24.7pp | 69.6%+28.5pp |
| Annual return | -5.97% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,145 | $2,076+51.5% | $2,800+12.3% | $2,381+32.1% |
| Participant deferral / active EE | $4,548 | $2,821+61.2% | $3,704+22.8% | $3,470+31.1% |
| Admin fee / account holder | $28,236 | $3,839+635.5% | $5,113+452.2% | $4,888+477.7% |