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 | $73,588 | $50,958+44.4% | $74,550-1.3% | $64,186+14.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -0.22% | -1.86%+1.6pp | 32.53%-32.8pp | 7.63%-7.9pp |
| Employer contribution / active EE | $3,105 | $1,115+178.4% | $1,961+58.4% | $2,381+30.4% |
| Participant deferral / active EE | $4,260 | $2,301+85.1% | $3,108+37.0% | $3,470+22.8% |
| Admin fee / account holder | $1,489 | $4,223-64.7% | $5,060-70.6% | $4,888-69.5% |