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 | $62,645 | $50,958+22.9% | $74,550-16.0% | $64,186-2.4% |
| Participation rate | 84.6% | 61.1%+23.6pp | 69.1%+15.5pp | 69.6%+15.0pp |
| Annual return | -2.64% | -1.86%-0.8pp | 32.53%-35.2pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,329 | $1,115+108.8% | $1,961+18.8% | $2,381-2.2% |
| Participant deferral / active EE | $1,716 | $2,301-25.4% | $3,108-44.8% | $3,470-50.5% |
| Admin fee / account holder | $3,315 | $4,223-21.5% | $5,060-34.5% | $4,888-32.2% |