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 | $55,861 | $50,958+9.6% | $74,550-25.1% | $64,186-13.0% |
| Participation rate | 96.2% | 61.1%+35.1pp | 69.1%+27.0pp | 69.6%+26.6pp |
| Annual return | -3.80% | -1.86%-1.9pp | 32.53%-36.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $727 | $1,115-34.8% | $1,961-62.9% | $2,381-69.5% |
| Participant deferral / active EE | $3,981 | $2,301+73.0% | $3,108+28.1% | $3,470+14.7% |
| Admin fee / account holder | $320 | $4,223-92.4% | $5,060-93.7% | $4,888-93.5% |