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 | $73,354 | $50,958+44.0% | $74,550-1.6% | $64,186+14.3% |
| Participation rate | 82.7% | 61.1%+21.6pp | 69.1%+13.5pp | 69.6%+13.1pp |
| Annual return | -6.36% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $568 | $1,115-49.1% | $1,961-71.0% | $2,381-76.1% |
| Participant deferral / active EE | $2,752 | $2,301+19.6% | $3,108-11.4% | $3,470-20.7% |
| Admin fee / account holder | $18,744 | $4,223+343.9% | $5,060+270.5% | $4,888+283.5% |