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 | $79,246 | $49,177+61.1% | $79,464-0.3% | $64,186+23.5% |
| Participation rate | 93.8% | 65.0%+28.7pp | 73.3%+20.4pp | 69.6%+24.2pp |
| Annual return | -5.27% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,362 | $2,076+13.7% | $2,800-15.7% | $2,381-0.8% |
| Participant deferral / active EE | $6,494 | $2,821+130.2% | $3,704+75.3% | $3,470+87.2% |
| Admin fee / account holder | $7,673 | $3,839+99.9% | $5,113+50.1% | $4,888+57.0% |