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 | $58,535 | $50,958+14.9% | $74,550-21.5% | $64,186-8.8% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.1%+22.9pp | 69.6%+22.4pp |
| Annual return | -3.67% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $487 | $1,115-56.3% | $1,961-75.2% | $2,381-79.5% |
| Participant deferral / active EE | $2,726 | $2,301+18.4% | $3,108-12.3% | $3,470-21.4% |
| Admin fee / account holder | $1,495 | $4,223-64.6% | $5,060-70.4% | $4,888-69.4% |