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 | $62,327 | $57,354+8.7% | $83,848-25.7% | $64,186-2.9% |
| Participation rate | 87.5% | 68.6%+18.9pp | 76.1%+11.4pp | 69.6%+17.9pp |
| Annual return | -7.25% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $9,534 | $2,545+274.6% | $3,631+162.6% | $2,381+300.5% |
| Participant deferral / active EE | $3,876 | $2,993+29.5% | $4,082-5.0% | $3,470+11.7% |
| Admin fee / account holder | $5,394 | $4,046+33.3% | $5,478-1.5% | $4,888+10.3% |