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 | $74,175 | $71,883+3.2% | $86,677-14.4% | $68,494+8.3% |
| Participation rate | 86.6% | 72.2%+14.3pp | 76.6%+10.0pp | 67.9%+18.7pp |
| Annual return | -15.36% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,236 | $2,173+2.9% | $2,836-21.2% | $2,596-13.9% |
| Participant deferral / active EE | $2,742 | $3,779-27.4% | $4,656-41.1% | $4,027-31.9% |
| Admin fee / account holder | $3,593 | $6,112-41.2% | $7,493-52.1% | $5,403-33.5% |