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 | $50,659 | $48,265+5.0% | $68,791-26.4% | $68,494-26.0% |
| Participation rate | 71.1% | 60.7%+10.4pp | 69.0%+2.0pp | 67.9%+3.2pp |
| Annual return | -16.88% | -12.71%-4.2pp | -6.38%-10.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,649 | $1,829-9.8% | $2,655-37.9% | $2,596-36.5% |
| Participant deferral / active EE | $2,152 | $2,867-24.9% | $3,941-45.4% | $4,027-46.6% |
| Admin fee / account holder | $3,107 | $4,355-28.7% | $4,932-37.0% | $5,403-42.5% |