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 | $68,071 | $50,958+33.6% | $74,550-8.7% | $64,186+6.1% |
| Participation rate | 73.1% | 61.1%+12.0pp | 69.1%+3.9pp | 69.6%+3.5pp |
| Annual return | -6.57% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $438 | $1,115-60.8% | $1,961-77.7% | $2,381-81.6% |
| Participant deferral / active EE | $3,328 | $2,301+44.6% | $3,108+7.1% | $3,470-4.1% |
| Admin fee / account holder | $2,100 | $4,223-50.3% | $5,060-58.5% | $4,888-57.0% |