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 | $59,157 | $56,484+4.7% | $169,463-65.1% | $64,186-7.8% |
| Participation rate | 96.0% | 64.5%+31.5pp | 77.8%+18.2pp | 69.6%+26.4pp |
| Annual return | -7.04% | -1.55%-5.5pp | 1.83%-8.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,970 | $1,832+7.5% | $4,159-52.6% | $2,381-17.3% |
| Participant deferral / active EE | $3,526 | $3,448+2.3% | $5,277-33.2% | $3,470+1.6% |
| Admin fee / account holder | $2,503 | $4,174-40.0% | $9,109-72.5% | $4,888-48.8% |