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 | $96,830 | $50,958+90.0% | $74,550+29.9% | $64,186+50.9% |
| Participation rate | 84.9% | 61.1%+23.8pp | 69.1%+15.8pp | 69.6%+15.3pp |
| Annual return | -6.32% | -1.86%-4.5pp | 32.53%-38.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,056 | $1,115-5.3% | $1,961-46.2% | $2,381-55.6% |
| Participant deferral / active EE | $4,786 | $2,301+108.0% | $3,108+54.0% | $3,470+37.9% |
| Admin fee / account holder | $14,234 | $4,223+237.1% | $5,060+181.3% | $4,888+191.2% |