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 | $67,059 | $62,586+7.1% | $76,768-12.6% | $64,186+4.5% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.8pp | 69.6%+27.2pp |
| Annual return | -2.96% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,162 | $1,832-36.6% | $2,485-53.3% | $2,381-51.2% |
| Participant deferral / active EE | $3,819 | $3,145+21.5% | $3,852-0.8% | $3,470+10.1% |
| Admin fee / account holder | $7,596 | $4,667+62.8% | $6,675+13.8% | $4,888+55.4% |