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 | $90,264 | $50,958+77.1% | $74,550+21.1% | $64,186+40.6% |
| Participation rate | 86.4% | 61.1%+25.4pp | 69.1%+17.3pp | 69.6%+16.9pp |
| Annual return | -6.58% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,187 | $1,115+275.4% | $1,961+113.5% | $2,381+75.9% |
| Participant deferral / active EE | $2,283 | $2,301-0.8% | $3,108-26.5% | $3,470-34.2% |
| Admin fee / account holder | $14,397 | $4,223+240.9% | $5,060+184.5% | $4,888+194.5% |