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 | $50,399 | $49,280+2.3% | $67,313-25.1% | $64,186-21.5% |
| Participation rate | 88.4% | 60.8%+27.6pp | 69.1%+19.3pp | 69.6%+18.8pp |
| Annual return | -7.97% | -1.39%-6.6pp | -4.08%-3.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,664 | $1,668-0.3% | $2,566-35.2% | $2,381-30.1% |
| Participant deferral / active EE | $4,690 | $2,484+88.8% | $3,568+31.4% | $3,470+35.2% |
| Admin fee / account holder | $1,694 | $3,863-56.1% | $4,507-62.4% | $4,888-65.3% |