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 | $72,894 | $50,958+43.0% | $74,550-2.2% | $64,186+13.6% |
| Participation rate | 83.9% | 61.1%+22.8pp | 69.1%+14.7pp | 69.6%+14.3pp |
| Annual return | -5.07% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,653 | $1,115+137.8% | $1,961+35.3% | $2,381+11.4% |
| Participant deferral / active EE | $2,354 | $2,301+2.3% | $3,108-24.3% | $3,470-32.2% |
| Admin fee / account holder | $17,085 | $4,223+304.6% | $5,060+237.7% | $4,888+249.5% |