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 | $70,416 | $50,958+38.2% | $74,550-5.5% | $64,186+9.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.67% | -1.86%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $540 | $1,115-51.6% | $1,961-72.4% | $2,381-77.3% |
| Participant deferral / active EE | $4,593 | $2,301+99.6% | $3,108+47.8% | $3,470+32.4% |
| Admin fee / account holder | $1,381 | $4,223-67.3% | $5,060-72.7% | $4,888-71.8% |