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 | $59,828 | $50,958+17.4% | $74,550-19.7% | $64,186-6.8% |
| Participation rate | 78.1% | 61.1%+17.1pp | 69.1%+9.0pp | 69.6%+8.6pp |
| Annual return | -8.01% | -1.86%-6.2pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $986 | $1,115-11.6% | $1,961-49.7% | $2,381-58.6% |
| Participant deferral / active EE | $4,631 | $2,301+101.2% | $3,108+49.0% | $3,470+33.5% |
| Admin fee / account holder | $7,513 | $4,223+77.9% | $5,060+48.5% | $4,888+53.7% |