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 | $69,823 | $62,586+11.6% | $76,768-9.0% | $64,186+8.8% |
| Participation rate | 96.2% | 72.8%+23.4pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | -4.03% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,024 | $1,832+65.1% | $2,485+21.7% | $2,381+27.0% |
| Participant deferral / active EE | $5,171 | $3,145+64.4% | $3,852+34.3% | $3,470+49.0% |
| Admin fee / account holder | $2,232 | $4,667-52.2% | $6,675-66.6% | $4,888-54.3% |