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 | $56,804 | $62,586-9.2% | $76,768-26.0% | $64,186-11.5% |
| Participation rate | 74.4% | 72.8%+1.5pp | 77.0%-2.6pp | 69.6%+4.8pp |
| Annual return | -4.97% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,443 | $1,832-21.2% | $2,485-41.9% | $2,381-39.4% |
| Participant deferral / active EE | $3,311 | $3,145+5.3% | $3,852-14.0% | $3,470-4.6% |
| Admin fee / account holder | $7,582 | $4,667+62.5% | $6,675+13.6% | $4,888+55.1% |