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 | $72,804 | $62,586+16.3% | $76,768-5.2% | $64,186+13.4% |
| Participation rate | 74.0% | 72.8%+1.2pp | 77.0%-3.0pp | 69.6%+4.4pp |
| Annual return | -6.03% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,651 | $1,832-9.9% | $2,485-33.6% | $2,381-30.6% |
| Participant deferral / active EE | $4,340 | $3,145+38.0% | $3,852+12.7% | $3,470+25.1% |
| Admin fee / account holder | $10,498 | $4,667+125.0% | $6,675+57.3% | $4,888+114.8% |