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 | $55,887 | $49,280+13.4% | $67,313-17.0% | $64,186-12.9% |
| Participation rate | 84.6% | 60.8%+23.8pp | 69.1%+15.5pp | 69.6%+15.0pp |
| Annual return | -4.99% | -1.39%-3.6pp | -4.08%-0.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,390 | $1,668-16.7% | $2,566-45.8% | $2,381-41.6% |
| Participant deferral / active EE | $2,422 | $2,484-2.5% | $3,568-32.1% | $3,470-30.2% |
| Admin fee / account holder | $5,567 | $3,863+44.1% | $4,507+23.5% | $4,888+13.9% |