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 | $49,946 | $50,958-2.0% | $74,550-33.0% | $64,186-22.2% |
| Participation rate | 85.7% | 61.1%+24.7pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | -5.32% | -1.86%-3.5pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,150 | $1,115+3.1% | $1,961-41.4% | $2,381-51.7% |
| Participant deferral / active EE | $3,199 | $2,301+39.0% | $3,108+2.9% | $3,470-7.8% |
| Admin fee / account holder | $7,618 | $4,223+80.4% | $5,060+50.6% | $4,888+55.9% |