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 | $60,099 | $57,354+4.8% | $83,848-28.3% | $64,186-6.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.44% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $6,317 | $2,545+148.2% | $3,631+74.0% | $2,381+165.3% |
| Participant deferral / active EE | $7,490 | $2,993+150.2% | $4,082+83.5% | $3,470+115.9% |
| Admin fee / account holder | $34,400 | $4,046+750.3% | $5,478+528.0% | $4,888+603.8% |