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 | $57,255 | $50,958+12.4% | $74,550-23.2% | $64,186-10.8% |
| Participation rate | 85.9% | 61.1%+24.8pp | 69.1%+16.8pp | 69.6%+16.3pp |
| Annual return | -7.61% | -1.86%-5.8pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,132 | $1,115+1.5% | $1,961-42.3% | $2,381-52.4% |
| Participant deferral / active EE | $1,118 | $2,301-51.4% | $3,108-64.0% | $3,470-67.8% |
| Admin fee / account holder | $1,371 | $4,223-67.5% | $5,060-72.9% | $4,888-72.0% |