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 | $61,223 | $62,586-2.2% | $76,768-20.2% | $64,186-4.6% |
| Participation rate | 91.8% | 72.8%+19.0pp | 77.0%+14.9pp | 69.6%+22.3pp |
| Annual return | -0.83% | -1.95%+1.1pp | 2.43%-3.3pp | 7.63%-8.5pp |
| Employer contribution / active EE | $2,898 | $1,832+58.2% | $2,485+16.6% | $2,381+21.7% |
| Participant deferral / active EE | $4,895 | $3,145+55.7% | $3,852+27.1% | $3,470+41.1% |
| Admin fee / account holder | $2,686 | $4,667-42.5% | $6,675-59.8% | $4,888-45.1% |