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 | $72,133 | $62,586+15.3% | $76,768-6.0% | $64,186+12.4% |
| Participation rate | 89.1% | 72.8%+16.3pp | 77.0%+12.2pp | 69.6%+19.6pp |
| Annual return | -5.44% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,584 | $1,832-13.5% | $2,485-36.2% | $2,381-33.5% |
| Participant deferral / active EE | $3,402 | $3,145+8.2% | $3,852-11.7% | $3,470-2.0% |
| Admin fee / account holder | $19,881 | $4,667+326.0% | $6,675+197.8% | $4,888+306.7% |