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 | $72,755 | $45,863+58.6% | $77,024-5.5% | $68,494+6.2% |
| Participation rate | 97.6% | 55.9%+41.6pp | 67.9%+29.7pp | 67.9%+29.7pp |
| Annual return | -15.51% | 1.72%-17.2pp | 42.32%-57.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,771 | $1,650+7.4% | $2,812-37.0% | $2,596-31.8% |
| Participant deferral / active EE | $5,415 | $2,962+82.8% | $4,426+22.3% | $4,027+34.5% |
| Admin fee / account holder | $1,033 | $3,041-66.0% | $5,425-81.0% | $5,403-80.9% |