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 | $70,458 | $50,958+38.3% | $74,550-5.5% | $64,186+9.8% |
| Participation rate | 85.9% | 61.1%+24.9pp | 69.1%+16.8pp | 69.6%+16.4pp |
| Annual return | -2.55% | -1.86%-0.7pp | 32.53%-35.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,407 | $2,301+91.5% | $3,108+41.8% | $3,470+27.0% |
| Admin fee / account holder | $9,955 | $4,223+135.7% | $5,060+96.8% | $4,888+103.7% |