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 | $70,033 | $50,958+37.4% | $74,550-6.1% | $64,186+9.1% |
| Participation rate | 98.0% | 61.1%+36.9pp | 69.1%+28.9pp | 69.6%+28.4pp |
| Annual return | -5.18% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $6,081 | $1,115+445.2% | $1,961+210.1% | $2,381+155.4% |
| Participant deferral / active EE | $3,544 | $2,301+54.0% | $3,108+14.0% | $3,470+2.1% |
| Admin fee / account holder | $1,022 | $4,223-75.8% | $5,060-79.8% | $4,888-79.1% |