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 | $74,837 | $50,958+46.9% | $74,550+0.4% | $64,186+16.6% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.1%+22.9pp | 69.6%+22.4pp |
| Annual return | -6.12% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,175 | $1,115+5.4% | $1,961-40.1% | $2,381-50.6% |
| Participant deferral / active EE | $3,044 | $2,301+32.3% | $3,108-2.1% | $3,470-12.3% |
| Admin fee / account holder | $3,860 | $4,223-8.6% | $5,060-23.7% | $4,888-21.0% |