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 | $70,005 | $50,958+37.4% | $74,550-6.1% | $64,186+9.1% |
| Participation rate | 86.0% | 61.1%+24.9pp | 69.1%+16.8pp | 69.6%+16.4pp |
| Annual return | -5.89% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,869 | $1,115+67.5% | $1,961-4.7% | $2,381-21.5% |
| Participant deferral / active EE | $4,138 | $2,301+79.8% | $3,108+33.1% | $3,470+19.3% |
| Admin fee / account holder | $8,762 | $4,223+107.5% | $5,060+73.2% | $4,888+79.3% |