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 | $74,418 | $50,958+46.0% | $74,550-0.2% | $64,186+15.9% |
| Participation rate | 89.7% | 61.1%+28.6pp | 69.1%+20.5pp | 69.6%+20.1pp |
| Annual return | -5.67% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,121 | $1,115+0.5% | $1,961-42.8% | $2,381-52.9% |
| Participant deferral / active EE | $4,129 | $2,301+79.4% | $3,108+32.9% | $3,470+19.0% |
| Admin fee / account holder | $2,637 | $4,223-37.5% | $5,060-47.9% | $4,888-46.0% |