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 | $70,688 | $50,958+38.7% | $74,550-5.2% | $64,186+10.1% |
| Participation rate | 91.2% | 61.1%+30.2pp | 69.1%+22.1pp | 69.6%+21.6pp |
| Annual return | -4.64% | -1.86%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,923 | $1,115+72.4% | $1,961-1.9% | $2,381-19.2% |
| Participant deferral / active EE | $3,115 | $2,301+35.3% | $3,108+0.2% | $3,470-10.2% |
| Admin fee / account holder | $3,246 | $4,223-23.1% | $5,060-35.8% | $4,888-33.6% |