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 | $50,161 | $50,958-1.6% | $74,550-32.7% | $64,186-21.8% |
| Participation rate | 98.8% | 61.1%+37.7pp | 69.1%+29.7pp | 69.6%+29.2pp |
| Annual return | -5.37% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,061 | $1,115+84.8% | $1,961+5.1% | $2,381-13.4% |
| Participant deferral / active EE | $3,208 | $2,301+39.4% | $3,108+3.2% | $3,470-7.5% |
| Admin fee / account holder | $4,488 | $4,223+6.3% | $5,060-11.3% | $4,888-8.2% |