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 | $65,560 | $57,354+14.3% | $83,848-21.8% | $64,186+2.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.80% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,634 | $2,545+42.8% | $3,631+0.1% | $2,381+52.6% |
| Participant deferral / active EE | $3,254 | $2,993+8.7% | $4,082-20.3% | $3,470-6.2% |
| Admin fee / account holder | $1,089 | $4,046-73.1% | $5,478-80.1% | $4,888-77.7% |