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 | $63,541 | $61,660+3.1% | $80,019-20.6% | $64,186-1.0% |
| Participation rate | 71.9% | 71.7%+0.2pp | 75.8%-4.0pp | 69.6%+2.3pp |
| Annual return | -7.38% | -0.33%-7.1pp | 11.22%-18.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,506 | $1,810+38.4% | $2,468+1.6% | $2,381+5.3% |
| Participant deferral / active EE | $5,541 | $2,968+86.7% | $3,686+50.3% | $3,470+59.7% |
| Admin fee / account holder | $13,206 | $5,417+143.8% | $6,521+102.5% | $4,888+170.2% |