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 | $70,329 | $49,177+43.0% | $79,464-11.5% | $64,186+9.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.36% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,496 | $2,076-28.0% | $2,800-46.6% | $2,381-37.2% |
| Participant deferral / active EE | $4,990 | $2,821+76.9% | $3,704+34.7% | $3,470+43.8% |
| Admin fee / account holder | $2,113 | $3,839-45.0% | $5,113-58.7% | $4,888-56.8% |