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 | $56,030 | $50,958+10.0% | $74,550-24.8% | $64,186-12.7% |
| Participation rate | 77.0% | 61.1%+16.0pp | 69.1%+7.9pp | 69.6%+7.4pp |
| Annual return | -7.50% | -1.86%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $742 | $1,115-33.4% | $1,961-62.1% | $2,381-68.8% |
| Participant deferral / active EE | $2,478 | $2,301+7.7% | $3,108-20.3% | $3,470-28.6% |
| Admin fee / account holder | $1,877 | $4,223-55.5% | $5,060-62.9% | $4,888-61.6% |