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 | $60,397 | $43,327+39.4% | $59,878+0.9% | $64,186-5.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.27% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,811 | $2,028-10.7% | $2,722-33.5% | $2,381-23.9% |
| Participant deferral / active EE | $2,291 | $2,546-10.0% | $3,402-32.7% | $3,470-34.0% |
| Admin fee / account holder | $2,375 | $3,005-21.0% | $3,590-33.9% | $4,888-51.4% |