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 | $59,825 | $62,586-4.4% | $76,768-22.1% | $64,186-6.8% |
| Participation rate | 90.9% | 72.8%+18.1pp | 77.0%+13.9pp | 69.6%+21.3pp |
| Annual return | -5.87% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,133 | $1,832+16.4% | $2,485-14.2% | $2,381-10.4% |
| Participant deferral / active EE | $4,638 | $3,145+47.5% | $3,852+20.4% | $3,470+33.7% |
| Admin fee / account holder | $5,797 | $4,667+24.2% | $6,675-13.2% | $4,888+18.6% |