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 | $61,977 | $62,586-1.0% | $76,768-19.3% | $64,186-3.4% |
| Participation rate | 84.6% | 72.8%+11.8pp | 77.0%+7.7pp | 69.6%+15.0pp |
| Annual return | -6.10% | -1.95%-4.2pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,283 | $1,832-30.0% | $2,485-48.4% | $2,381-46.1% |
| Participant deferral / active EE | $3,848 | $3,145+22.4% | $3,852-0.1% | $3,470+10.9% |
| Admin fee / account holder | $8,455 | $4,667+81.2% | $6,675+26.7% | $4,888+73.0% |