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 | $58,110 | $48,265+20.4% | $68,791-15.5% | $68,494-15.2% |
| Participation rate | 70.4% | 60.7%+9.7pp | 69.0%+1.3pp | 67.9%+2.5pp |
| Annual return | -16.91% | -12.71%-4.2pp | -6.38%-10.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,015 | $1,829-44.5% | $2,655-61.8% | $2,596-60.9% |
| Participant deferral / active EE | $2,892 | $2,867+0.9% | $3,941-26.6% | $4,027-28.2% |
| Admin fee / account holder | $894 | $4,355-79.5% | $4,932-81.9% | $5,403-83.4% |