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 | $58,999 | $62,586-5.7% | $76,768-23.1% | $64,186-8.1% |
| Participation rate | 86.7% | 72.8%+13.9pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | -3.02% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,694 | $1,832-7.5% | $2,485-31.8% | $2,381-28.9% |
| Participant deferral / active EE | $2,872 | $3,145-8.7% | $3,852-25.4% | $3,470-17.2% |
| Admin fee / account holder | $6,342 | $4,667+35.9% | $6,675-5.0% | $4,888+29.7% |