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 | $70,963 | $57,354+23.7% | $83,848-15.4% | $64,186+10.6% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | -3.60% | 11.38%-15.0pp | 850.88%-854.5pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,157 | $2,545-54.6% | $3,631-68.1% | $2,381-51.4% |
| Participant deferral / active EE | $4,250 | $2,993+42.0% | $4,082+4.1% | $3,470+22.5% |
| Admin fee / account holder | $1,815 | $4,046-55.1% | $5,478-66.9% | $4,888-62.9% |