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 | $69,241 | $45,863+51.0% | $77,024-10.1% | $68,494+1.1% |
| Participation rate | 76.9% | 55.9%+21.0pp | 67.9%+9.0pp | 67.9%+9.0pp |
| Annual return | -16.26% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,825 | $1,650+10.6% | $2,812-35.1% | $2,596-29.7% |
| Participant deferral / active EE | $7,125 | $2,962+140.5% | $4,426+61.0% | $4,027+76.9% |
| Admin fee / account holder | $5,396 | $3,041+77.5% | $5,425-0.5% | $5,403-0.1% |