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 | $69,371 | $50,958+36.1% | $74,550-6.9% | $64,186+8.1% |
| Participation rate | 88.6% | 61.1%+27.6pp | 69.1%+19.5pp | 69.6%+19.1pp |
| Annual return | -7.17% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $743 | $1,115-33.4% | $1,961-62.1% | $2,381-68.8% |
| Participant deferral / active EE | $3,497 | $2,301+51.9% | $3,108+12.5% | $3,470+0.8% |
| Admin fee / account holder | $894 | $4,223-78.8% | $5,060-82.3% | $4,888-81.7% |