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 9-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 | $71,219 | $62,586+13.8% | $76,768-7.2% | $64,186+11.0% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -6.57% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,181 | $1,832-35.5% | $2,485-52.5% | $2,381-50.4% |
| Participant deferral / active EE | $2,961 | $3,145-5.8% | $3,852-23.1% | $3,470-14.7% |
| Admin fee / account holder | $31,403 | $4,667+572.9% | $6,675+370.5% | $4,888+542.4% |