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 | $71,242 | $43,723+62.9% | $121,196-41.2% | $64,186+11.0% |
| Participation rate | 97.4% | 58.3%+39.0pp | 71.7%+25.6pp | 69.6%+27.8pp |
| Annual return | -6.77% | 68.91%-75.7pp | 16.93%-23.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,478 | $1,296+91.2% | $4,022-38.4% | $2,381+4.1% |
| Participant deferral / active EE | $9,925 | $2,280+335.3% | $3,344+196.7% | $3,470+186.0% |
| Admin fee / account holder | $16,393 | $3,501+368.2% | $5,019+226.6% | $4,888+235.4% |