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 | $53,256 | $53,596-0.6% | $90,645-41.2% | $64,186-17.0% |
| Participation rate | 70.3% | 64.5%+5.8pp | 74.0%-3.8pp | 69.6%+0.7pp |
| Annual return | -4.68% | 4.41%-9.1pp | 1.88%-6.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,569 | $1,503+4.4% | $2,532-38.0% | $2,381-34.1% |
| Participant deferral / active EE | $3,315 | $2,459+34.8% | $3,425-3.2% | $3,470-4.5% |
| Admin fee / account holder | $508 | $3,868-86.9% | $4,994-89.8% | $4,888-89.6% |