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 | $68,832 | $62,586+10.0% | $76,768-10.3% | $64,186+7.2% |
| Participation rate | 91.3% | 72.8%+18.5pp | 77.0%+14.3pp | 69.6%+21.7pp |
| Annual return | -6.39% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,307 | $1,832-28.7% | $2,485-47.4% | $2,381-45.1% |
| Participant deferral / active EE | $3,869 | $3,145+23.0% | $3,852+0.5% | $3,470+11.5% |
| Admin fee / account holder | $2,792 | $4,667-40.2% | $6,675-58.2% | $4,888-42.9% |