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 | $63,318 | $50,958+24.3% | $74,550-15.1% | $64,186-1.4% |
| Participation rate | 77.3% | 61.1%+16.2pp | 69.1%+8.1pp | 69.6%+7.7pp |
| Annual return | -4.51% | -1.86%-2.7pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $658 | $1,115-41.0% | $1,961-66.4% | $2,381-72.4% |
| Participant deferral / active EE | $1,723 | $2,301-25.1% | $3,108-44.6% | $3,470-50.4% |
| Admin fee / account holder | $2,704 | $4,223-36.0% | $5,060-46.6% | $4,888-44.7% |