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 | $71,925 | $62,586+14.9% | $76,768-6.3% | $64,186+12.1% |
| Participation rate | 81.5% | 72.8%+8.7pp | 77.0%+4.5pp | 69.6%+11.9pp |
| Annual return | -2.91% | -1.95%-1.0pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,242 | $1,832+22.4% | $2,485-9.8% | $2,381-5.8% |
| Participant deferral / active EE | $4,547 | $3,145+44.6% | $3,852+18.1% | $3,470+31.0% |
| Admin fee / account holder | $2,355 | $4,667-49.5% | $6,675-64.7% | $4,888-51.8% |