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 | $52,141 | $50,958+2.3% | $74,550-30.1% | $64,186-18.8% |
| Participation rate | 78.2% | 61.1%+17.1pp | 69.1%+9.1pp | 69.6%+8.6pp |
| Annual return | -6.30% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,020 | $1,115-8.5% | $1,961-48.0% | $2,381-57.2% |
| Participant deferral / active EE | $2,623 | $2,301+14.0% | $3,108-15.6% | $3,470-24.4% |
| Admin fee / account holder | $6,449 | $4,223+52.7% | $5,060+27.5% | $4,888+31.9% |