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 | $57,125 | $50,958+12.1% | $74,550-23.4% | $64,186-11.0% |
| Participation rate | 98.0% | 61.1%+37.0pp | 69.1%+28.9pp | 69.6%+28.5pp |
| Annual return | -0.62% | -1.86%+1.2pp | 32.53%-33.1pp | 7.63%-8.2pp |
| Employer contribution / active EE | $1,222 | $1,115+9.5% | $1,961-37.7% | $2,381-48.7% |
| Participant deferral / active EE | $3,461 | $2,301+50.4% | $3,108+11.4% | $3,470-0.2% |
| Admin fee / account holder | $3,148 | $4,223-25.5% | $5,060-37.8% | $4,888-35.6% |