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 | $91,175 | $50,958+78.9% | $74,550+22.3% | $64,186+42.0% |
| Participation rate | 81.3% | 61.1%+20.3pp | 69.1%+12.2pp | 69.6%+11.8pp |
| Annual return | -4.53% | -1.86%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,859 | $1,115+335.6% | $1,961+147.8% | $2,381+104.1% |
| Participant deferral / active EE | $4,936 | $2,301+114.5% | $3,108+58.8% | $3,470+42.3% |
| Admin fee / account holder | $22,085 | $4,223+423.0% | $5,060+336.5% | $4,888+351.8% |