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 | $69,554 | $42,383+64.1% | $76,523-9.1% | $64,186+8.4% |
| Participation rate | 83.9% | 58.1%+25.7pp | 68.0%+15.9pp | 69.6%+14.3pp |
| Annual return | -7.22% | -16.54%+9.3pp | -0.27%-6.9pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,685 | $1,563+7.8% | $2,647-36.4% | $2,381-29.2% |
| Participant deferral / active EE | $3,608 | $2,566+40.6% | $3,835-5.9% | $3,470+4.0% |
| Admin fee / account holder | $1,771 | $3,198-44.6% | $4,848-63.5% | $4,888-63.8% |