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 4-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 | $50,210 | $49,280+1.9% | $67,313-25.4% | $64,186-21.8% |
| Participation rate | 88.6% | 60.8%+27.8pp | 69.1%+19.5pp | 69.6%+19.0pp |
| Annual return | -6.55% | -1.39%-5.2pp | -4.08%-2.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,714 | $1,668+2.7% | $2,566-33.2% | $2,381-28.0% |
| Participant deferral / active EE | $2,502 | $2,484+0.7% | $3,568-29.9% | $3,470-27.9% |
| Admin fee / account holder | $1,856 | $3,863-52.0% | $4,507-58.8% | $4,888-62.0% |