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 | $54,722 | $50,958+7.4% | $74,550-26.6% | $64,186-14.7% |
| Participation rate | 98.3% | 61.1%+37.3pp | 69.1%+29.2pp | 69.6%+28.8pp |
| Annual return | -5.19% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $6,206 | $1,115+456.4% | $1,961+216.5% | $2,381+160.7% |
| Participant deferral / active EE | $6,962 | $2,301+202.5% | $3,108+124.0% | $3,470+100.6% |
| Admin fee / account holder | $3,866 | $4,223-8.4% | $5,060-23.6% | $4,888-20.9% |