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 | $68,835 | $59,805+15.1% | $79,550-13.5% | $68,494+0.5% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.5%+5.5pp | 67.9%+7.1pp |
| Annual return | 14.16% | -12.30%+26.5pp | 0.16%+14.0pp | -7.84%+22.0pp |
| Employer contribution / active EE | $2,487 | $1,505+65.3% | $2,413+3.1% | $2,596-4.2% |
| Participant deferral / active EE | $4,434 | $3,024+46.6% | $3,985+11.3% | $4,027+10.1% |
| Admin fee / account holder | $9,962 | $4,835+106.0% | $6,832+45.8% | $5,403+84.4% |