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 | $57,049 | $48,265+18.2% | $68,791-17.1% | $68,494-16.7% |
| Participation rate | 78.1% | 60.7%+17.5pp | 69.0%+9.1pp | 67.9%+10.2pp |
| Annual return | -14.33% | -12.71%-1.6pp | -6.38%-8.0pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,088 | $1,829-40.5% | $2,655-59.0% | $2,596-58.1% |
| Participant deferral / active EE | $3,250 | $2,867+13.4% | $3,941-17.5% | $4,027-19.3% |
| Admin fee / account holder | $3,444 | $4,355-20.9% | $4,932-30.2% | $5,403-36.2% |