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 7-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 | $66,115 | $62,586+5.6% | $76,768-13.9% | $64,186+3.0% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.2pp | 69.6%+15.6pp |
| Annual return | -1.69% | -1.95%+0.3pp | 2.43%-4.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $2,603 | $1,832+42.1% | $2,485+4.8% | $2,381+9.3% |
| Participant deferral / active EE | $3,648 | $3,145+16.0% | $3,852-5.3% | $3,470+5.1% |
| Admin fee / account holder | $49,817 | $4,667+967.4% | $6,675+646.3% | $4,888+919.2% |