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 | $54,797 | $48,265+13.5% | $68,791-20.3% | $68,494-20.0% |
| Participation rate | 81.1% | 60.7%+20.4pp | 69.0%+12.1pp | 67.9%+13.2pp |
| Annual return | -19.52% | -12.71%-6.8pp | -6.38%-13.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,876 | $1,829+57.3% | $2,655+8.3% | $2,596+10.8% |
| Participant deferral / active EE | $5,394 | $2,867+88.2% | $3,941+36.9% | $4,027+33.9% |
| Admin fee / account holder | $1,058 | $4,355-75.7% | $4,932-78.5% | $5,403-80.4% |