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 | $55,320 | $53,596+3.2% | $90,645-39.0% | $64,186-13.8% |
| Participation rate | 71.1% | 64.5%+6.6pp | 74.0%-2.9pp | 69.6%+1.5pp |
| Annual return | -6.47% | 4.41%-10.9pp | 1.88%-8.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,038 | $1,503-30.9% | $2,532-59.0% | $2,381-56.4% |
| Participant deferral / active EE | $1,938 | $2,459-21.2% | $3,425-43.4% | $3,470-44.1% |
| Admin fee / account holder | $3,427 | $3,868-11.4% | $4,994-31.4% | $4,888-29.9% |