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 | $77,856 | $49,177+58.3% | $79,464-2.0% | $64,186+21.3% |
| Participation rate | 95.6% | 65.0%+30.5pp | 73.3%+22.2pp | 69.6%+26.0pp |
| Annual return | -5.30% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,210 | $2,076+102.8% | $2,800+50.3% | $2,381+76.8% |
| Participant deferral / active EE | $3,751 | $2,821+32.9% | $3,704+1.3% | $3,470+8.1% |
| Admin fee / account holder | $1,550 | $3,839-59.6% | $5,113-69.7% | $4,888-68.3% |