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 | $54,798 | $50,958+7.5% | $74,550-26.5% | $64,186-14.6% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.1%+18.4pp | 69.6%+17.9pp |
| Annual return | -6.21% | -1.86%-4.4pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,855 | $1,115+66.3% | $1,961-5.4% | $2,381-22.1% |
| Participant deferral / active EE | $4,549 | $2,301+97.7% | $3,108+46.4% | $3,470+31.1% |
| Admin fee / account holder | $5,935 | $4,223+40.6% | $5,060+17.3% | $4,888+21.4% |