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 | $61,458 | $62,586-1.8% | $76,768-19.9% | $64,186-4.2% |
| Participation rate | 87.1% | 72.8%+14.3pp | 77.0%+10.1pp | 69.6%+17.5pp |
| Annual return | -6.19% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $522 | $1,832-71.5% | $2,485-79.0% | $2,381-78.1% |
| Participant deferral / active EE | $4,705 | $3,145+49.6% | $3,852+22.2% | $3,470+35.6% |
| Admin fee / account holder | $9,452 | $4,667+102.5% | $6,675+41.6% | $4,888+93.4% |