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 | $65,213 | $62,586+4.2% | $76,768-15.1% | $64,186+1.6% |
| Participation rate | 83.3% | 72.8%+10.5pp | 77.0%+6.4pp | 69.6%+13.8pp |
| Annual return | -6.40% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,353 | $1,832+28.4% | $2,485-5.3% | $2,381-1.2% |
| Participant deferral / active EE | $4,820 | $3,145+53.3% | $3,852+25.1% | $3,470+38.9% |
| Admin fee / account holder | $9,696 | $4,667+107.8% | $6,675+45.3% | $4,888+98.4% |