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 | $75,704 | $56,484+34.0% | $169,463-55.3% | $64,186+17.9% |
| Participation rate | 93.1% | 64.5%+28.6pp | 77.8%+15.3pp | 69.6%+23.5pp |
| Annual return | -2.41% | -1.55%-0.9pp | 1.83%-4.2pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,637 | $1,832+43.9% | $4,159-36.6% | $2,381+10.8% |
| Participant deferral / active EE | $3,876 | $3,448+12.4% | $5,277-26.5% | $3,470+11.7% |
| Admin fee / account holder | $4,761 | $4,174+14.1% | $9,109-47.7% | $4,888-2.6% |