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 | $53,027 | $53,596-1.1% | $90,645-41.5% | $64,186-17.4% |
| Participation rate | 89.5% | 64.5%+25.0pp | 74.0%+15.5pp | 69.6%+19.9pp |
| Annual return | -7.90% | 4.41%-12.3pp | 1.88%-9.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,557 | $1,503+3.6% | $2,532-38.5% | $2,381-34.6% |
| Participant deferral / active EE | $3,251 | $2,459+32.2% | $3,425-5.1% | $3,470-6.3% |
| Admin fee / account holder | $976 | $3,868-74.8% | $4,994-80.4% | $4,888-80.0% |