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 | $57,130 | $48,265+18.4% | $68,791-17.0% | $68,494-16.6% |
| Participation rate | 84.0% | 60.7%+23.3pp | 69.0%+15.0pp | 67.9%+16.1pp |
| Annual return | -16.49% | -12.71%-3.8pp | -6.38%-10.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,927 | $1,829+5.4% | $2,655-27.4% | $2,596-25.8% |
| Participant deferral / active EE | $4,323 | $2,867+50.8% | $3,941+9.7% | $4,027+7.3% |
| Admin fee / account holder | $7,250 | $4,355+66.4% | $4,932+47.0% | $5,403+34.2% |