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 | $52,327 | $56,484-7.4% | $169,463-69.1% | $64,186-18.5% |
| Participation rate | 85.2% | 64.5%+20.6pp | 77.8%+7.4pp | 69.6%+15.6pp |
| Annual return | -5.87% | -1.55%-4.3pp | 1.83%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,958 | $1,832+6.9% | $4,159-52.9% | $2,381-17.7% |
| Participant deferral / active EE | $4,664 | $3,448+35.3% | $5,277-11.6% | $3,470+34.4% |
| Admin fee / account holder | $15,242 | $4,174+265.2% | $9,109+67.3% | $4,888+211.8% |