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 | $53,328 | $50,958+4.7% | $74,550-28.5% | $64,186-16.9% |
| Participation rate | 76.5% | 61.1%+15.4pp | 69.1%+7.3pp | 69.6%+6.9pp |
| Annual return | -4.89% | -1.86%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,038 | $2,301+118.9% | $3,108+62.1% | $3,470+45.2% |
| Admin fee / account holder | $8,667 | $4,223+105.3% | $5,060+71.3% | $4,888+77.3% |