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 | $67,465 | $62,586+7.8% | $76,768-12.1% | $64,186+5.1% |
| Participation rate | 86.5% | 72.8%+13.7pp | 77.0%+9.5pp | 69.6%+16.9pp |
| Annual return | -6.75% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,534 | $1,832-16.3% | $2,485-38.3% | $2,381-35.6% |
| Participant deferral / active EE | $4,269 | $3,145+35.7% | $3,852+10.8% | $3,470+23.0% |
| Admin fee / account holder | $4,123 | $4,667-11.7% | $6,675-38.2% | $4,888-15.7% |