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 | $74,130 | $62,586+18.4% | $76,768-3.4% | $64,186+15.5% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -6.76% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,587 | $1,832-13.4% | $2,485-36.2% | $2,381-33.4% |
| Participant deferral / active EE | $2,535 | $3,145-19.4% | $3,852-34.2% | $3,470-26.9% |
| Admin fee / account holder | $3,874 | $4,667-17.0% | $6,675-42.0% | $4,888-20.7% |