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 | $74,032 | $50,958+45.3% | $74,550-0.7% | $64,186+15.3% |
| Participation rate | 91.8% | 61.1%+30.8pp | 69.1%+22.7pp | 69.6%+22.3pp |
| Annual return | -7.45% | -1.86%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,841 | $1,115+65.1% | $1,961-6.1% | $2,381-22.7% |
| Participant deferral / active EE | $3,234 | $2,301+40.5% | $3,108+4.1% | $3,470-6.8% |
| Admin fee / account holder | $1,708 | $4,223-59.5% | $5,060-66.2% | $4,888-65.0% |