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 | $63,151 | $50,958+23.9% | $74,550-15.3% | $64,186-1.6% |
| Participation rate | 97.2% | 61.1%+36.1pp | 69.1%+28.0pp | 69.6%+27.6pp |
| Annual return | -6.13% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $963 | $1,115-13.6% | $1,961-50.9% | $2,381-59.5% |
| Participant deferral / active EE | $2,859 | $2,301+24.2% | $3,108-8.0% | $3,470-17.6% |
| Admin fee / account holder | $8,826 | $4,223+109.0% | $5,060+74.4% | $4,888+80.6% |