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 | $77,422 | $45,863+68.8% | $77,024+0.5% | $68,494+13.0% |
| Participation rate | 84.6% | 55.9%+28.7pp | 67.9%+16.7pp | 67.9%+16.7pp |
| Annual return | -9.23% | 1.72%-11.0pp | 42.32%-51.5pp | -7.84%-1.4pp |
| Employer contribution / active EE | $943 | $1,650-42.8% | $2,812-66.5% | $2,596-63.7% |
| Participant deferral / active EE | $5,143 | $2,962+73.6% | $4,426+16.2% | $4,027+27.7% |
| Admin fee / account holder | $5,898 | $3,041+94.0% | $5,425+8.7% | $5,403+9.2% |