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 | $58,721 | $61,660-4.8% | $80,019-26.6% | $64,186-8.5% |
| Participation rate | 83.7% | 71.7%+12.0pp | 75.8%+7.8pp | 69.6%+14.1pp |
| Annual return | -3.70% | -0.33%-3.4pp | 11.22%-14.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,841 | $1,810+1.7% | $2,468-25.4% | $2,381-22.7% |
| Participant deferral / active EE | $4,234 | $2,968+42.7% | $3,686+14.9% | $3,470+22.0% |
| Admin fee / account holder | $4,697 | $5,417-13.3% | $6,521-28.0% | $4,888-3.9% |