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 | $58,105 | $56,484+2.9% | $169,463-65.7% | $64,186-9.5% |
| Participation rate | 90.6% | 64.5%+26.1pp | 77.8%+12.8pp | 69.6%+21.1pp |
| Annual return | -0.20% | -1.55%+1.4pp | 1.83%-2.0pp | 7.63%-7.8pp |
| Employer contribution / active EE | $2,875 | $1,832+56.9% | $4,159-30.9% | $2,381+20.8% |
| Participant deferral / active EE | $6,229 | $3,448+80.7% | $5,277+18.1% | $3,470+79.5% |
| Admin fee / account holder | $2,269 | $4,174-45.6% | $9,109-75.1% | $4,888-53.6% |