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 9-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 | $65,184 | $62,586+4.2% | $76,768-15.1% | $64,186+1.6% |
| Participation rate | 93.9% | 72.8%+21.1pp | 77.0%+17.0pp | 69.6%+24.4pp |
| Annual return | -3.33% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,277 | $1,832+24.3% | $2,485-8.4% | $2,381-4.4% |
| Participant deferral / active EE | $2,455 | $3,145-21.9% | $3,852-36.3% | $3,470-29.2% |
| Admin fee / account holder | $37,532 | $4,667+704.2% | $6,675+462.3% | $4,888+667.8% |