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 | $56,557 | $50,958+11.0% | $74,550-24.1% | $64,186-11.9% |
| Participation rate | 72.6% | 61.1%+11.5pp | 69.1%+3.4pp | 69.6%+3.0pp |
| Annual return | -6.25% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,348 | $1,115+20.8% | $1,961-31.3% | $2,381-43.4% |
| Participant deferral / active EE | $3,316 | $2,301+44.1% | $3,108+6.7% | $3,470-4.4% |
| Admin fee / account holder | $2,680 | $4,223-36.5% | $5,060-47.0% | $4,888-45.2% |