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 | $72,652 | $50,958+42.6% | $74,550-2.5% | $64,186+13.2% |
| Participation rate | 85.9% | 61.1%+24.8pp | 69.1%+16.7pp | 69.6%+16.3pp |
| Annual return | -1.98% | -1.86%-0.1pp | 32.53%-34.5pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,690 | $1,115+51.5% | $1,961-13.8% | $2,381-29.0% |
| Participant deferral / active EE | $4,080 | $2,301+77.3% | $3,108+31.3% | $3,470+17.6% |
| Admin fee / account holder | $1,045 | $4,223-75.3% | $5,060-79.3% | $4,888-78.6% |