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 | $68,976 | $49,280+40.0% | $67,313+2.5% | $64,186+7.5% |
| Participation rate | 98.1% | 60.8%+37.4pp | 69.1%+29.1pp | 69.6%+28.6pp |
| Annual return | -3.90% | -1.39%-2.5pp | -4.08%+0.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,541 | $1,668-7.7% | $2,566-40.0% | $2,381-35.3% |
| Participant deferral / active EE | $1,806 | $2,484-27.3% | $3,568-49.4% | $3,470-48.0% |
| Admin fee / account holder | $5,101 | $3,863+32.1% | $4,507+13.2% | $4,888+4.4% |