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 | $66,000 | $49,177+34.2% | $79,464-16.9% | $64,186+2.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.86% | -1.16%-1.7pp | 718.14%-721.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $4,462 | $2,076+114.9% | $2,800+59.3% | $2,381+87.4% |
| Participant deferral / active EE | $3,811 | $2,821+35.1% | $3,704+2.9% | $3,470+9.8% |
| Admin fee / account holder | $22,718 | $3,839+491.8% | $5,113+344.3% | $4,888+364.8% |