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 | $58,358 | $50,958+14.5% | $74,550-21.7% | $64,186-9.1% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.1%+14.9pp | 69.6%+14.4pp |
| Annual return | -3.26% | -1.86%-1.4pp | 32.53%-35.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $390 | $1,115-65.0% | $1,961-80.1% | $2,381-83.6% |
| Participant deferral / active EE | $2,438 | $2,301+6.0% | $3,108-21.5% | $3,470-29.7% |
| Admin fee / account holder | $7,025 | $4,223+66.4% | $5,060+38.8% | $4,888+43.7% |