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 | $50,168 | $56,484-11.2% | $169,463-70.4% | $64,186-21.8% |
| Participation rate | 71.2% | 64.5%+6.6pp | 77.8%-6.6pp | 69.6%+1.6pp |
| Annual return | -6.70% | -1.55%-5.1pp | 1.83%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,106 | $1,832-39.6% | $4,159-73.4% | $2,381-53.5% |
| Participant deferral / active EE | $3,660 | $3,448+6.2% | $5,277-30.6% | $3,470+5.5% |
| Admin fee / account holder | $6,067 | $4,174+45.4% | $9,109-33.4% | $4,888+24.1% |