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 | $74,794 | $49,177+52.1% | $79,464-5.9% | $64,186+16.5% |
| Participation rate | 96.9% | 65.0%+31.8pp | 73.3%+23.5pp | 69.6%+27.3pp |
| Annual return | -6.53% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $5,995 | $2,076+188.7% | $2,800+114.1% | $2,381+151.8% |
| Participant deferral / active EE | $6,150 | $2,821+118.0% | $3,704+66.0% | $3,470+77.2% |
| Admin fee / account holder | $7,626 | $3,839+98.6% | $5,113+49.1% | $4,888+56.0% |