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 | $71,436 | $49,177+45.3% | $79,464-10.1% | $64,186+11.3% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | -5.18% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,759 | $2,076+32.9% | $2,800-1.5% | $2,381+15.9% |
| Participant deferral / active EE | $6,168 | $2,821+118.6% | $3,704+66.5% | $3,470+77.8% |
| Admin fee / account holder | $2,620 | $3,839-31.7% | $5,113-48.7% | $4,888-46.4% |