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 | $55,924 | $50,958+9.7% | $74,550-25.0% | $64,186-12.9% |
| Participation rate | 75.7% | 61.1%+14.6pp | 69.1%+6.5pp | 69.6%+6.1pp |
| Annual return | 0.60% | -1.86%+2.5pp | 32.53%-31.9pp | 7.63%-7.0pp |
| Employer contribution / active EE | $298 | $1,115-73.3% | $1,961-84.8% | $2,381-87.5% |
| Participant deferral / active EE | $1,802 | $2,301-21.7% | $3,108-42.0% | $3,470-48.1% |
| Admin fee / account holder | $14,471 | $4,223+242.7% | $5,060+186.0% | $4,888+196.1% |