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 | $60,369 | $49,280+22.5% | $67,313-10.3% | $64,186-5.9% |
| Participation rate | 82.8% | 60.8%+22.0pp | 69.1%+13.7pp | 69.6%+13.2pp |
| Annual return | -5.12% | -1.39%-3.7pp | -4.08%-1.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,121 | $1,668-32.8% | $2,566-56.3% | $2,381-52.9% |
| Participant deferral / active EE | $2,581 | $2,484+3.9% | $3,568-27.7% | $3,470-25.6% |
| Admin fee / account holder | $5,793 | $3,863+50.0% | $4,507+28.5% | $4,888+18.5% |