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 | $59,370 | $50,958+16.5% | $74,550-20.4% | $64,186-7.5% |
| Participation rate | 84.4% | 61.1%+23.3pp | 69.1%+15.2pp | 69.6%+14.8pp |
| Annual return | -7.44% | -1.86%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,312 | $1,115+17.6% | $1,961-33.1% | $2,381-44.9% |
| Participant deferral / active EE | $3,283 | $2,301+42.6% | $3,108+5.6% | $3,470-5.4% |
| Admin fee / account holder | $705 | $4,223-83.3% | $5,060-86.1% | $4,888-85.6% |