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 | $62,557 | $50,958+22.8% | $74,550-16.1% | $64,186-2.5% |
| Participation rate | 88.3% | 61.1%+27.3pp | 69.1%+19.2pp | 69.6%+18.8pp |
| Annual return | -2.91% | -1.86%-1.1pp | 32.53%-35.4pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,857 | $1,115+66.5% | $1,961-5.3% | $2,381-22.0% |
| Participant deferral / active EE | $4,465 | $2,301+94.0% | $3,108+43.6% | $3,470+28.7% |
| Admin fee / account holder | $4,196 | $4,223-0.6% | $5,060-17.1% | $4,888-14.2% |