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 | $64,720 | $50,958+27.0% | $74,550-13.2% | $64,186+0.8% |
| Participation rate | 85.2% | 61.1%+24.2pp | 69.1%+16.1pp | 69.6%+15.7pp |
| Annual return | -6.21% | -1.86%-4.4pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $613 | $1,115-45.1% | $1,961-68.8% | $2,381-74.3% |
| Participant deferral / active EE | $4,256 | $2,301+84.9% | $3,108+36.9% | $3,470+22.7% |
| Admin fee / account holder | $7,147 | $4,223+69.3% | $5,060+41.3% | $4,888+46.2% |