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 | $72,975 | $57,354+27.2% | $83,848-13.0% | $64,186+13.7% |
| Participation rate | 93.2% | 68.6%+24.6pp | 76.1%+17.0pp | 69.6%+23.6pp |
| Annual return | -7.26% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,742 | $2,545+86.3% | $3,631+30.6% | $2,381+99.2% |
| Participant deferral / active EE | $8,178 | $2,993+173.2% | $4,082+100.4% | $3,470+135.7% |
| Admin fee / account holder | $1,020 | $4,046-74.8% | $5,478-81.4% | $4,888-79.1% |