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 | $75,415 | $72,404+4.2% | $110,238-31.6% | $64,186+17.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.99% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,691 | $2,282+105.6% | $3,826+22.6% | $2,381+97.0% |
| Participant deferral / active EE | $4,004 | $3,469+15.4% | $4,672-14.3% | $3,470+15.4% |
| Admin fee / account holder | $11,043 | $5,664+95.0% | $8,547+29.2% | $4,888+125.9% |