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 | $62,910 | $72,388-13.1% | $111,392-43.5% | $64,186-2.0% |
| Participation rate | 70.2% | 70.5%-0.3pp | 78.9%-8.6pp | 69.6%+0.6pp |
| Annual return | -2.54% | -1.50%-1.0pp | -2.06%-0.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,046 | $3,000-65.1% | $4,328-75.8% | $2,381-56.1% |
| Participant deferral / active EE | $4,737 | $4,241+11.7% | $5,567-14.9% | $3,470+36.5% |
| Admin fee / account holder | $7,807 | $5,719+36.5% | $12,266-36.4% | $4,888+59.7% |