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 | $58,529 | $50,958+14.9% | $74,550-21.5% | $64,186-8.8% |
| Participation rate | 70.2% | 61.1%+9.2pp | 69.1%+1.1pp | 69.6%+0.7pp |
| Annual return | -2.93% | -1.86%-1.1pp | 32.53%-35.5pp | 7.63%-10.6pp |
| Employer contribution / active EE | $495 | $1,115-55.6% | $1,961-74.8% | $2,381-79.2% |
| Participant deferral / active EE | $2,935 | $2,301+27.5% | $3,108-5.6% | $3,470-15.4% |
| Admin fee / account holder | $5,338 | $4,223+26.4% | $5,060+5.5% | $4,888+9.2% |