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 | $61,458 | $48,265+27.3% | $68,791-10.7% | $68,494-10.3% |
| Participation rate | 88.6% | 60.7%+27.9pp | 69.0%+19.5pp | 67.9%+20.7pp |
| Annual return | -13.67% | -12.71%-1.0pp | -6.38%-7.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,267 | $1,829-30.7% | $2,655-52.3% | $2,596-51.2% |
| Participant deferral / active EE | $3,428 | $2,867+19.6% | $3,941-13.0% | $4,027-14.9% |
| Admin fee / account holder | $11,554 | $4,355+165.3% | $4,932+134.3% | $5,403+113.9% |