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 | $77,621 | $49,177+57.8% | $79,464-2.3% | $64,186+20.9% |
| Participation rate | 94.3% | 65.0%+29.3pp | 73.3%+20.9pp | 69.6%+24.7pp |
| Annual return | -4.25% | -1.16%-3.1pp | 718.14%-722.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $8,170 | $2,076+293.5% | $2,800+191.7% | $2,381+243.1% |
| Participant deferral / active EE | $5,773 | $2,821+104.6% | $3,704+55.9% | $3,470+66.4% |
| Admin fee / account holder | $2,011 | $3,839-47.6% | $5,113-60.7% | $4,888-58.9% |