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 | $67,806 | $62,586+8.3% | $76,768-11.7% | $64,186+5.6% |
| Participation rate | 75.4% | 72.8%+2.6pp | 77.0%-1.5pp | 69.6%+5.9pp |
| Annual return | -3.07% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,550 | $1,832+39.2% | $2,485+2.6% | $2,381+7.1% |
| Participant deferral / active EE | $3,669 | $3,145+16.7% | $3,852-4.7% | $3,470+5.7% |
| Admin fee / account holder | $988 | $4,667-78.8% | $6,675-85.2% | $4,888-79.8% |