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 | $93,291 | $49,177+89.7% | $79,464+17.4% | $64,186+45.3% |
| Participation rate | 96.6% | 65.0%+31.5pp | 73.3%+23.2pp | 69.6%+27.0pp |
| Annual return | -5.60% | -1.16%-4.4pp | 718.14%-723.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,452 | $2,076+162.6% | $2,800+94.7% | $2,381+129.0% |
| Participant deferral / active EE | $2,386 | $2,821-15.4% | $3,704-35.6% | $3,470-31.2% |
| Admin fee / account holder | $2,745 | $3,839-28.5% | $5,113-46.3% | $4,888-43.8% |