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 | $53,585 | $50,958+5.2% | $74,550-28.1% | $64,186-16.5% |
| Participation rate | 71.0% | 61.1%+9.9pp | 69.1%+1.8pp | 69.6%+1.4pp |
| Annual return | -4.40% | -1.86%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $859 | $1,115-23.0% | $1,961-56.2% | $2,381-63.9% |
| Participant deferral / active EE | $2,676 | $2,301+16.3% | $3,108-13.9% | $3,470-22.9% |
| Admin fee / account holder | $2,804 | $4,223-33.6% | $5,060-44.6% | $4,888-42.6% |