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 | $54,860 | $62,586-12.3% | $76,768-28.5% | $64,186-14.5% |
| Participation rate | 92.0% | 72.8%+19.2pp | 77.0%+15.0pp | 69.6%+22.4pp |
| Annual return | -4.15% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,316 | $1,832+26.4% | $2,485-6.8% | $2,381-2.7% |
| Participant deferral / active EE | $3,883 | $3,145+23.5% | $3,852+0.8% | $3,470+11.9% |
| Admin fee / account holder | $9,042 | $4,667+93.8% | $6,675+35.5% | $4,888+85.0% |