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 | $72,108 | $50,958+41.5% | $74,550-3.3% | $64,186+12.3% |
| Participation rate | 96.9% | 61.1%+35.9pp | 69.1%+27.8pp | 69.6%+27.4pp |
| Annual return | -4.53% | -1.86%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,299 | $1,115+16.4% | $1,961-33.8% | $2,381-45.5% |
| Participant deferral / active EE | $3,790 | $2,301+64.7% | $3,108+21.9% | $3,470+9.2% |
| Admin fee / account holder | $19,047 | $4,223+351.1% | $5,060+276.5% | $4,888+289.7% |