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 | $62,308 | $50,958+22.3% | $74,550-16.4% | $64,186-2.9% |
| Participation rate | 82.1% | 61.1%+21.0pp | 69.1%+12.9pp | 69.6%+12.5pp |
| Annual return | -6.12% | -1.86%-4.3pp | 32.53%-38.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,098 | $1,115-1.5% | $1,961-44.0% | $2,381-53.9% |
| Participant deferral / active EE | $3,883 | $2,301+68.7% | $3,108+24.9% | $3,470+11.9% |
| Admin fee / account holder | $20,223 | $4,223+378.9% | $5,060+299.7% | $4,888+313.7% |