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 | $69,030 | $72,388-4.6% | $111,392-38.0% | $64,186+7.5% |
| Participation rate | 95.5% | 70.5%+24.9pp | 78.9%+16.6pp | 69.6%+25.9pp |
| Annual return | -5.12% | -1.50%-3.6pp | -2.06%-3.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,291 | $3,000-57.0% | $4,328-70.2% | $2,381-45.8% |
| Participant deferral / active EE | $3,091 | $4,241-27.1% | $5,567-44.5% | $3,470-10.9% |
| Admin fee / account holder | $4,103 | $5,719-28.3% | $12,266-66.6% | $4,888-16.1% |