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 | $64,778 | $62,586+3.5% | $76,768-15.6% | $64,186+0.9% |
| Participation rate | 92.6% | 72.8%+19.8pp | 77.0%+15.6pp | 69.6%+23.0pp |
| Annual return | -6.35% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,786 | $1,832+161.2% | $2,485+92.6% | $2,381+101.0% |
| Participant deferral / active EE | $3,058 | $3,145-2.8% | $3,852-20.6% | $3,470-11.9% |
| Admin fee / account holder | $919 | $4,667-80.3% | $6,675-86.2% | $4,888-81.2% |