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 | $71,025 | $50,958+39.4% | $74,550-4.7% | $64,186+10.7% |
| Participation rate | 92.7% | 61.1%+31.6pp | 69.1%+23.5pp | 69.6%+23.1pp |
| Annual return | -5.95% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,405 | $1,115+384.6% | $1,961+175.6% | $2,381+127.0% |
| Participant deferral / active EE | $2,735 | $2,301+18.8% | $3,108-12.0% | $3,470-21.2% |
| Admin fee / account holder | $1,871 | $4,223-55.7% | $5,060-63.0% | $4,888-61.7% |