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 | $52,063 | $53,596-2.9% | $90,645-42.6% | $64,186-18.9% |
| Participation rate | 85.7% | 64.5%+21.2pp | 74.0%+11.7pp | 69.6%+16.1pp |
| Annual return | -6.64% | 4.41%-11.0pp | 1.88%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,571 | $1,503+4.5% | $2,532-38.0% | $2,381-34.0% |
| Participant deferral / active EE | $3,385 | $2,459+37.7% | $3,425-1.2% | $3,470-2.4% |
| Admin fee / account holder | $2,740 | $3,868-29.1% | $4,994-45.1% | $4,888-43.9% |