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 | $86,448 | $50,958+69.6% | $74,550+16.0% | $64,186+34.7% |
| Participation rate | 98.8% | 61.1%+37.8pp | 69.1%+29.7pp | 69.6%+29.3pp |
| Annual return | -6.48% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,272 | $1,115+103.7% | $1,961+15.8% | $2,381-4.6% |
| Participant deferral / active EE | $4,263 | $2,301+85.2% | $3,108+37.2% | $3,470+22.9% |
| Admin fee / account holder | $6,719 | $4,223+59.1% | $5,060+32.8% | $4,888+37.5% |