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 | $73,659 | $72,404+1.7% | $110,238-33.2% | $64,186+14.8% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 6.91% | -6.29%+13.2pp | 314.74%-307.8pp | 7.63%-0.7pp |
| Employer contribution / active EE | $1,912 | $2,282-16.2% | $3,826-50.0% | $2,381-19.7% |
| Participant deferral / active EE | $2,341 | $3,469-32.5% | $4,672-49.9% | $3,470-32.5% |
| Admin fee / account holder | $13,310 | $5,664+135.0% | $8,547+55.7% | $4,888+172.3% |