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 | $55,886 | $50,958+9.7% | $74,550-25.0% | $64,186-12.9% |
| Participation rate | 73.2% | 61.1%+12.2pp | 69.1%+4.1pp | 69.6%+3.6pp |
| Annual return | -7.98% | -1.86%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,250 | $1,115+12.0% | $1,961-36.3% | $2,381-47.5% |
| Participant deferral / active EE | $7,571 | $2,301+229.0% | $3,108+143.6% | $3,470+118.2% |
| Admin fee / account holder | $1,952 | $4,223-53.8% | $5,060-61.4% | $4,888-60.1% |