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 | $70,629 | $45,566+55.0% | $64,105+10.2% | $59,632+18.4% |
| Participation rate | 82.2% | 60.2%+22.1pp | 68.2%+14.1pp | 68.7%+13.6pp |
| Annual return | -0.11% | 4.95%-5.1pp | 791.24%-791.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $2,222 | $934+137.9% | $1,820+22.1% | $2,203+0.9% |
| Participant deferral / active EE | $3,547 | $2,057+72.5% | $2,822+25.7% | $3,192+11.1% |
| Admin fee / account holder | $3,152 | $3,268-3.5% | $4,499-29.9% | $4,297-26.6% |