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 | $63,001 | $43,327+45.4% | $59,878+5.2% | $64,186-1.8% |
| Participation rate | 97.3% | 69.2%+28.1pp | 74.7%+22.6pp | 69.6%+27.7pp |
| Annual return | -0.44% | -1.55%+1.1pp | 3.46%-3.9pp | 7.63%-8.1pp |
| Employer contribution / active EE | $4,320 | $2,028+113.0% | $2,722+58.7% | $2,381+81.5% |
| Participant deferral / active EE | $6,017 | $2,546+136.4% | $3,402+76.9% | $3,470+73.4% |
| Admin fee / account holder | $1,081 | $3,005-64.0% | $3,590-69.9% | $4,888-77.9% |