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 | $80,175 | $45,863+74.8% | $77,024+4.1% | $68,494+17.1% |
| Participation rate | 75.9% | 55.9%+19.9pp | 67.9%+8.0pp | 67.9%+8.0pp |
| Annual return | -16.56% | 1.72%-18.3pp | 42.32%-58.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,610 | $1,650-2.4% | $2,812-42.8% | $2,596-38.0% |
| Participant deferral / active EE | $5,231 | $2,962+76.6% | $4,426+18.2% | $4,027+29.9% |
| Admin fee / account holder | $2,327 | $3,041-23.5% | $5,425-57.1% | $5,403-56.9% |