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 | $72,232 | $62,586+15.4% | $76,768-5.9% | $64,186+12.5% |
| Participation rate | 94.2% | 72.8%+21.4pp | 77.0%+17.3pp | 69.6%+24.7pp |
| Annual return | -4.71% | -1.95%-2.8pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $839 | $1,832-54.2% | $2,485-66.2% | $2,381-64.7% |
| Participant deferral / active EE | $5,541 | $3,145+76.2% | $3,852+43.9% | $3,470+59.7% |
| Admin fee / account holder | $9,501 | $4,667+103.6% | $6,675+42.3% | $4,888+94.4% |