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 | $79,513 | $49,177+61.7% | $79,464+0.1% | $64,186+23.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.35% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,655 | $2,076+124.2% | $2,800+66.2% | $2,381+95.5% |
| Participant deferral / active EE | $6,983 | $2,821+147.5% | $3,704+88.5% | $3,470+101.3% |
| Admin fee / account holder | $1,572 | $3,839-59.1% | $5,113-69.3% | $4,888-67.8% |