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 | $60,857 | $62,586-2.8% | $76,768-20.7% | $64,186-5.2% |
| Participation rate | 91.1% | 72.8%+18.3pp | 77.0%+14.1pp | 69.6%+21.5pp |
| Annual return | -5.50% | -1.95%-3.6pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,560 | $1,832-14.8% | $2,485-37.2% | $2,381-34.5% |
| Participant deferral / active EE | $2,845 | $3,145-9.5% | $3,852-26.1% | $3,470-18.0% |
| Admin fee / account holder | $5,365 | $4,667+15.0% | $6,675-19.6% | $4,888+9.8% |