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 | $62,032 | $62,586-0.9% | $76,768-19.2% | $64,186-3.4% |
| Participation rate | 78.6% | 72.8%+5.8pp | 77.0%+1.6pp | 69.6%+9.0pp |
| Annual return | -2.68% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,453 | $1,832+33.9% | $2,485-1.3% | $2,381+3.0% |
| Participant deferral / active EE | $3,341 | $3,145+6.3% | $3,852-13.2% | $3,470-3.7% |
| Admin fee / account holder | $2,337 | $4,667-49.9% | $6,675-65.0% | $4,888-52.2% |