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 | $51,774 | $50,958+1.6% | $74,550-30.6% | $64,186-19.3% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.1%+19.7pp | 69.6%+19.3pp |
| Annual return | -6.22% | -1.86%-4.4pp | 32.53%-38.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $558 | $1,115-50.0% | $1,961-71.6% | $2,381-76.6% |
| Participant deferral / active EE | $3,853 | $2,301+67.4% | $3,108+24.0% | $3,470+11.0% |
| Admin fee / account holder | $950 | $4,223-77.5% | $5,060-81.2% | $4,888-80.6% |