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 | $90,915 | $50,958+78.4% | $74,550+22.0% | $64,186+41.6% |
| Participation rate | 82.8% | 61.1%+21.8pp | 69.1%+13.7pp | 69.6%+13.2pp |
| Annual return | -3.19% | -1.86%-1.3pp | 32.53%-35.7pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,594 | $1,115+43.0% | $1,961-18.7% | $2,381-33.0% |
| Participant deferral / active EE | $3,086 | $2,301+34.1% | $3,108-0.7% | $3,470-11.1% |
| Admin fee / account holder | $8,447 | $4,223+100.0% | $5,060+67.0% | $4,888+72.8% |