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 | $81,371 | $50,958+59.7% | $74,550+9.2% | $64,186+26.8% |
| Participation rate | 77.4% | 61.1%+16.4pp | 69.1%+8.3pp | 69.6%+7.9pp |
| Annual return | -6.67% | -1.86%-4.8pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,874 | $2,301+242.2% | $3,108+153.4% | $3,470+127.0% |
| Admin fee / account holder | $5,297 | $4,223+25.4% | $5,060+4.7% | $4,888+8.4% |