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 | $68,736 | $49,177+39.8% | $79,464-13.5% | $64,186+7.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.16% | -1.16%-6.0pp | 718.14%-725.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $5,089 | $2,076+145.1% | $2,800+81.7% | $2,381+113.8% |
| Participant deferral / active EE | $7,054 | $2,821+150.0% | $3,704+90.4% | $3,470+103.3% |
| Admin fee / account holder | $1,768 | $3,839-53.9% | $5,113-65.4% | $4,888-63.8% |