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 | $46,541 | $45,863+1.5% | $77,024-39.6% | $68,494-32.1% |
| Participation rate | 70.8% | 55.9%+14.9pp | 67.9%+2.9pp | 67.9%+2.9pp |
| Annual return | -18.18% | 1.72%-19.9pp | 42.32%-60.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,069 | $1,650+25.4% | $2,812-26.4% | $2,596-20.3% |
| Participant deferral / active EE | $3,461 | $2,962+16.8% | $4,426-21.8% | $4,027-14.1% |
| Admin fee / account holder | $2,655 | $3,041-12.7% | $5,425-51.1% | $5,403-50.9% |