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 | $50,247 | $52,836-4.9% | $105,738-52.5% | $64,186-21.7% |
| Participation rate | 70.4% | 66.5%+3.8pp | 76.3%-6.0pp | 69.6%+0.8pp |
| Annual return | -6.41% | 14.30%-20.7pp | 6.27%-12.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,025 | $1,827+10.8% | $3,268-38.0% | $2,381-14.9% |
| Participant deferral / active EE | $1,948 | $2,545-23.5% | $4,080-52.3% | $3,470-43.9% |
| Admin fee / account holder | $672 | $3,959-83.0% | $6,913-90.3% | $4,888-86.3% |