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 | $65,733 | $61,660+6.6% | $80,019-17.9% | $64,186+2.4% |
| Participation rate | 70.3% | 71.7%-1.4pp | 75.8%-5.6pp | 69.6%+0.7pp |
| Annual return | -5.82% | -0.33%-5.5pp | 11.22%-17.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,584 | $1,810-12.5% | $2,468-35.8% | $2,381-33.5% |
| Participant deferral / active EE | $2,596 | $2,968-12.5% | $3,686-29.6% | $3,470-25.2% |
| Admin fee / account holder | $5,664 | $5,417+4.6% | $6,521-13.1% | $4,888+15.9% |