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 | $51,392 | $45,863+12.1% | $77,024-33.3% | $68,494-25.0% |
| Participation rate | 85.5% | 55.9%+29.5pp | 67.9%+17.5pp | 67.9%+17.6pp |
| Annual return | -3.67% | 1.72%-5.4pp | 42.32%-46.0pp | -7.84%+4.2pp |
| Employer contribution / active EE | $1,112 | $1,650-32.6% | $2,812-60.4% | $2,596-57.2% |
| Participant deferral / active EE | $2,902 | $2,962-2.0% | $4,426-34.4% | $4,027-27.9% |
| Admin fee / account holder | $5,241 | $3,041+72.4% | $5,425-3.4% | $5,403-3.0% |