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 | $65,927 | $62,586+5.3% | $76,768-14.1% | $64,186+2.7% |
| Participation rate | 83.0% | 72.8%+10.1pp | 77.0%+6.0pp | 69.6%+13.4pp |
| Annual return | -6.55% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $804 | $1,832-56.1% | $2,485-67.7% | $2,381-66.2% |
| Participant deferral / active EE | $2,181 | $3,145-30.6% | $3,852-43.4% | $3,470-37.1% |
| Admin fee / account holder | $2,128 | $4,667-54.4% | $6,675-68.1% | $4,888-56.5% |