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 | $63,655 | $48,265+31.9% | $68,791-7.5% | $68,494-7.1% |
| Participation rate | 70.5% | 60.7%+9.8pp | 69.0%+1.4pp | 67.9%+2.6pp |
| Annual return | -15.03% | -12.71%-2.3pp | -6.38%-8.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,872 | $1,829+2.4% | $2,655-29.5% | $2,596-27.9% |
| Participant deferral / active EE | $2,145 | $2,867-25.2% | $3,941-45.6% | $4,027-46.7% |
| Admin fee / account holder | $3,322 | $4,355-23.7% | $4,932-32.6% | $5,403-38.5% |