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 | $60,933 | $50,958+19.6% | $74,550-18.3% | $64,186-5.1% |
| Participation rate | 73.3% | 61.1%+12.3pp | 69.1%+4.2pp | 69.6%+3.8pp |
| Annual return | -6.76% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $462 | $1,115-58.6% | $1,961-76.4% | $2,381-80.6% |
| Participant deferral / active EE | $1,712 | $2,301-25.6% | $3,108-44.9% | $3,470-50.7% |
| Admin fee / account holder | $906 | $4,223-78.5% | $5,060-82.1% | $4,888-81.5% |