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 | $58,064 | $50,958+13.9% | $74,550-22.1% | $64,186-9.5% |
| Participation rate | 79.3% | 61.1%+18.3pp | 69.1%+10.2pp | 69.6%+9.7pp |
| Annual return | -4.95% | -1.86%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $743 | $1,115-33.4% | $1,961-62.1% | $2,381-68.8% |
| Participant deferral / active EE | $2,892 | $2,301+25.7% | $3,108-6.9% | $3,470-16.6% |
| Admin fee / account holder | $551 | $4,223-87.0% | $5,060-89.1% | $4,888-88.7% |