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 | $72,636 | $62,586+16.1% | $76,768-5.4% | $64,186+13.2% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | -0.28% | -1.95%+1.7pp | 2.43%-2.7pp | 7.63%-7.9pp |
| Employer contribution / active EE | $2,295 | $1,832+25.3% | $2,485-7.6% | $2,381-3.6% |
| Participant deferral / active EE | $3,680 | $3,145+17.0% | $3,852-4.4% | $3,470+6.1% |
| Admin fee / account holder | $2,326 | $4,667-50.2% | $6,675-65.2% | $4,888-52.4% |