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 | $77,505 | $57,354+35.1% | $83,848-7.6% | $64,186+20.8% |
| Participation rate | 89.3% | 68.6%+20.7pp | 76.1%+13.1pp | 69.6%+19.7pp |
| Annual return | -6.33% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $13,819 | $2,545+442.9% | $3,631+280.6% | $2,381+480.4% |
| Participant deferral / active EE | $2,424 | $2,993-19.0% | $4,082-40.6% | $3,470-30.1% |
| Admin fee / account holder | $3,670 | $4,046-9.3% | $5,478-33.0% | $4,888-24.9% |