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 | $60,874 | $62,586-2.7% | $76,768-20.7% | $64,186-5.2% |
| Participation rate | 70.7% | 72.8%-2.1pp | 77.0%-6.2pp | 69.6%+1.2pp |
| Annual return | -5.81% | -1.95%-3.9pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,968 | $1,832+7.4% | $2,485-20.8% | $2,381-17.3% |
| Participant deferral / active EE | $4,276 | $3,145+36.0% | $3,852+11.0% | $3,470+23.2% |
| Admin fee / account holder | $2,233 | $4,667-52.2% | $6,675-66.6% | $4,888-54.3% |