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 | $65,355 | $62,586+4.4% | $76,768-14.9% | $64,186+1.8% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -2.24% | -1.95%-0.3pp | 2.43%-4.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $656 | $1,832-64.2% | $2,485-73.6% | $2,381-72.5% |
| Participant deferral / active EE | $2,403 | $3,145-23.6% | $3,852-37.6% | $3,470-30.8% |
| Admin fee / account holder | $5,663 | $4,667+21.3% | $6,675-15.2% | $4,888+15.9% |