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 | $117,228 | $50,958+130.0% | $74,550+57.2% | $64,186+82.6% |
| Participation rate | 80.8% | 61.1%+19.7pp | 69.1%+11.6pp | 69.6%+11.2pp |
| Annual return | -5.99% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $483 | $1,115-56.7% | $1,961-75.3% | $2,381-79.7% |
| Participant deferral / active EE | $3,618 | $2,301+57.2% | $3,108+16.4% | $3,470+4.3% |
| Admin fee / account holder | $5,525 | $4,223+30.8% | $5,060+9.2% | $4,888+13.0% |