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 | $94,382 | $49,177+91.9% | $79,464+18.8% | $64,186+47.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.40% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,560 | $2,076+23.3% | $2,800-8.6% | $2,381+7.5% |
| Participant deferral / active EE | $6,365 | $2,821+125.6% | $3,704+71.8% | $3,470+83.5% |
| Admin fee / account holder | $3,216 | $3,839-16.2% | $5,113-37.1% | $4,888-34.2% |