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 | $63,799 | $61,660+3.5% | $80,019-20.3% | $64,186-0.6% |
| Participation rate | 86.8% | 71.7%+15.2pp | 75.8%+11.0pp | 69.6%+17.3pp |
| Annual return | -5.48% | -0.33%-5.2pp | 11.22%-16.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,581 | $1,810-12.7% | $2,468-36.0% | $2,381-33.6% |
| Participant deferral / active EE | $5,384 | $2,968+81.4% | $3,686+46.1% | $3,470+55.2% |
| Admin fee / account holder | $4,979 | $5,417-8.1% | $6,521-23.6% | $4,888+1.9% |