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 | $81,754 | $53,162+53.8% | $91,220-10.4% | $68,494+19.4% |
| Participation rate | 80.3% | 63.2%+17.1pp | 73.2%+7.1pp | 67.9%+12.4pp |
| Annual return | -13.19% | -3.14%-10.1pp | 114.01%-127.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $4,773 | $1,709+179.2% | $2,850+67.5% | $2,596+83.8% |
| Participant deferral / active EE | $3,978 | $2,974+33.8% | $4,234-6.0% | $4,027-1.2% |
| Admin fee / account holder | $31,608 | $4,493+603.4% | $5,420+483.2% | $5,403+485.0% |