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 | $64,310 | $61,660+4.3% | $80,019-19.6% | $64,186+0.2% |
| Participation rate | 97.6% | 71.7%+25.9pp | 75.8%+21.7pp | 69.6%+28.0pp |
| Annual return | -5.11% | -0.33%-4.8pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,404 | $1,810+88.0% | $2,468+38.0% | $2,381+43.0% |
| Participant deferral / active EE | $3,792 | $2,968+27.8% | $3,686+2.9% | $3,470+9.3% |
| Admin fee / account holder | $2,177 | $5,417-59.8% | $6,521-66.6% | $4,888-55.5% |