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 | $61,479 | $53,596+14.7% | $90,645-32.2% | $64,186-4.2% |
| Participation rate | 88.5% | 64.5%+24.0pp | 74.0%+14.5pp | 69.6%+18.9pp |
| Annual return | -6.03% | 4.41%-10.4pp | 1.88%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $885 | $1,503-41.1% | $2,532-65.0% | $2,381-62.8% |
| Participant deferral / active EE | $4,558 | $2,459+85.4% | $3,425+33.1% | $3,470+31.4% |
| Admin fee / account holder | $4,548 | $3,868+17.6% | $4,994-8.9% | $4,888-7.0% |