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 | $69,029 | $49,280+40.1% | $67,313+2.5% | $64,186+7.5% |
| Participation rate | 90.7% | 60.8%+29.9pp | 69.1%+21.6pp | 69.6%+21.1pp |
| Annual return | -1.54% | -1.39%-0.2pp | -4.08%+2.5pp | 7.63%-9.2pp |
| Employer contribution / active EE | $3,210 | $1,668+92.4% | $2,566+25.1% | $2,381+34.8% |
| Participant deferral / active EE | $5,349 | $2,484+115.3% | $3,568+49.9% | $3,470+54.2% |
| Admin fee / account holder | $4,951 | $3,863+28.2% | $4,507+9.9% | $4,888+1.3% |