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 | $60,507 | $50,958+18.7% | $74,550-18.8% | $64,186-5.7% |
| Participation rate | 89.2% | 61.1%+28.2pp | 69.1%+20.1pp | 69.6%+19.7pp |
| Annual return | -5.95% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,677 | $1,115+319.3% | $1,961+138.5% | $2,381+96.4% |
| Participant deferral / active EE | $3,701 | $2,301+60.8% | $3,108+19.1% | $3,470+6.7% |
| Admin fee / account holder | $4,103 | $4,223-2.8% | $5,060-18.9% | $4,888-16.1% |