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 | $66,824 | $57,354+16.5% | $83,848-20.3% | $64,186+4.1% |
| Participation rate | 83.9% | 68.6%+15.3pp | 76.1%+7.8pp | 69.6%+14.3pp |
| Annual return | -3.47% | 11.38%-14.8pp | 850.88%-854.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,238 | $2,545-12.1% | $3,631-38.4% | $2,381-6.0% |
| Participant deferral / active EE | $4,188 | $2,993+39.9% | $4,082+2.6% | $3,470+20.7% |
| Admin fee / account holder | $12,100 | $4,046+199.1% | $5,478+120.9% | $4,888+147.5% |