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 | $89,987 | $49,177+83.0% | $79,464+13.2% | $64,186+40.2% |
| Participation rate | 95.8% | 65.0%+30.8pp | 73.3%+22.5pp | 69.6%+26.3pp |
| Annual return | -4.92% | -1.16%-3.8pp | 718.14%-723.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,756 | $2,076+32.7% | $2,800-1.6% | $2,381+15.7% |
| Participant deferral / active EE | $4,009 | $2,821+42.1% | $3,704+8.2% | $3,470+15.5% |
| Admin fee / account holder | $4,306 | $3,839+12.2% | $5,113-15.8% | $4,888-11.9% |