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 | $56,899 | $50,958+11.7% | $74,550-23.7% | $64,186-11.4% |
| Participation rate | 91.4% | 61.1%+30.4pp | 69.1%+22.3pp | 69.6%+21.9pp |
| Annual return | -7.13% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,162 | $1,115+93.9% | $1,961+10.3% | $2,381-9.2% |
| Participant deferral / active EE | $3,127 | $2,301+35.9% | $3,108+0.6% | $3,470-9.9% |
| Admin fee / account holder | $3,273 | $4,223-22.5% | $5,060-35.3% | $4,888-33.0% |