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 | $65,433 | $62,586+4.5% | $76,768-14.8% | $64,186+1.9% |
| Participation rate | 86.4% | 72.8%+13.5pp | 77.0%+9.4pp | 69.6%+16.8pp |
| Annual return | -4.99% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,882 | $1,832+2.7% | $2,485-24.3% | $2,381-20.9% |
| Participant deferral / active EE | $3,537 | $3,145+12.5% | $3,852-8.2% | $3,470+1.9% |
| Admin fee / account holder | $12,822 | $4,667+174.7% | $6,675+92.1% | $4,888+162.3% |