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 | $54,428 | $50,958+6.8% | $74,550-27.0% | $64,186-15.2% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.1%+23.2pp | 69.6%+22.7pp |
| Annual return | -2.47% | -1.86%-0.6pp | 32.53%-35.0pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,467 | $1,115+31.6% | $1,961-25.2% | $2,381-38.4% |
| Participant deferral / active EE | $3,386 | $2,301+47.1% | $3,108+8.9% | $3,470-2.4% |
| Admin fee / account holder | $10,695 | $4,223+153.3% | $5,060+111.4% | $4,888+118.8% |