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 | $83,066 | $49,177+68.9% | $79,464+4.5% | $64,186+29.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.91% | -1.16%-3.8pp | 718.14%-723.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,154 | $2,076+51.9% | $2,800+12.6% | $2,381+32.5% |
| Participant deferral / active EE | $3,154 | $2,821+11.8% | $3,704-14.8% | $3,470-9.1% |
| Admin fee / account holder | $868 | $3,839-77.4% | $5,113-83.0% | $4,888-82.2% |