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 | $90,852 | $50,958+78.3% | $74,550+21.9% | $64,186+41.5% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -2.04% | -1.86%-0.2pp | 32.53%-34.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,378 | $1,115+23.6% | $1,961-29.7% | $2,381-42.1% |
| Participant deferral / active EE | $5,132 | $2,301+123.0% | $3,108+65.1% | $3,470+47.9% |
| Admin fee / account holder | $2,454 | $4,223-41.9% | $5,060-51.5% | $4,888-49.8% |