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 | $70,160 | $50,958+37.7% | $74,550-5.9% | $64,186+9.3% |
| Participation rate | 91.9% | 61.1%+30.8pp | 69.1%+22.7pp | 69.6%+22.3pp |
| Annual return | -3.34% | -1.86%-1.5pp | 32.53%-35.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $3,575 | $1,115+220.5% | $1,961+82.3% | $2,381+50.2% |
| Participant deferral / active EE | $5,584 | $2,301+142.6% | $3,108+79.7% | $3,470+60.9% |
| Admin fee / account holder | $13,415 | $4,223+217.7% | $5,060+165.1% | $4,888+174.4% |