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 | $59,296 | $62,586-5.3% | $76,768-22.8% | $64,186-7.6% |
| Participation rate | 98.0% | 72.8%+25.2pp | 77.0%+21.1pp | 69.6%+28.5pp |
| Annual return | -5.39% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,112 | $1,832+15.3% | $2,485-15.0% | $2,381-11.3% |
| Participant deferral / active EE | $3,912 | $3,145+24.4% | $3,852+1.6% | $3,470+12.8% |
| Admin fee / account holder | $2,789 | $4,667-40.2% | $6,675-58.2% | $4,888-42.9% |