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 9-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 | $87,534 | $49,177+78.0% | $79,464+10.2% | $64,186+36.4% |
| Participation rate | 81.1% | 65.0%+16.1pp | 73.3%+7.7pp | 69.6%+11.5pp |
| Annual return | -5.04% | -1.16%-3.9pp | 718.14%-723.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $7,658 | $2,076+268.9% | $2,800+173.5% | $2,381+221.7% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15,016 | $3,839+291.2% | $5,113+193.7% | $4,888+207.2% |