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 7-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 | $47,645 | $50,958-6.5% | $74,550-36.1% | $64,186-25.8% |
| Participation rate | 77.5% | 61.1%+16.4pp | 69.1%+8.4pp | 69.6%+7.9pp |
| Annual return | -4.95% | -1.86%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $578 | $1,115-48.2% | $1,961-70.5% | $2,381-75.7% |
| Participant deferral / active EE | $3,091 | $2,301+34.3% | $3,108-0.5% | $3,470-10.9% |
| Admin fee / account holder | $555 | $4,223-86.9% | $5,060-89.0% | $4,888-88.7% |