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 | $62,253 | $62,586-0.5% | $76,768-18.9% | $64,186-3.0% |
| Participation rate | 87.7% | 72.8%+14.9pp | 77.0%+10.7pp | 69.6%+18.1pp |
| Annual return | -5.22% | -1.95%-3.3pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,972 | $1,832+7.6% | $2,485-20.7% | $2,381-17.2% |
| Participant deferral / active EE | $7,124 | $3,145+126.5% | $3,852+85.0% | $3,470+105.3% |
| Admin fee / account holder | $2,380 | $4,667-49.0% | $6,675-64.3% | $4,888-51.3% |