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 | $58,853 | $62,586-6.0% | $76,768-23.3% | $64,186-8.3% |
| Participation rate | 86.8% | 72.8%+14.0pp | 77.0%+9.9pp | 69.6%+17.3pp |
| Annual return | -6.05% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,189 | $1,832+19.5% | $2,485-11.9% | $2,381-8.1% |
| Participant deferral / active EE | $2,900 | $3,145-7.8% | $3,852-24.7% | $3,470-16.4% |
| Admin fee / account holder | $2,061 | $4,667-55.8% | $6,675-69.1% | $4,888-57.8% |