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 | $48,786 | $50,958-4.3% | $74,550-34.6% | $64,186-24.0% |
| Participation rate | 81.8% | 61.1%+20.8pp | 69.1%+12.7pp | 69.6%+12.2pp |
| Annual return | -4.24% | -1.86%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $691 | $1,115-38.0% | $1,961-64.8% | $2,381-71.0% |
| Participant deferral / active EE | $3,875 | $2,301+68.4% | $3,108+24.7% | $3,470+11.7% |
| Admin fee / account holder | $7,913 | $4,223+87.4% | $5,060+56.4% | $4,888+61.9% |