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 | $61,170 | $62,586-2.3% | $76,768-20.3% | $64,186-4.7% |
| Participation rate | 77.1% | 72.8%+4.3pp | 77.0%+0.2pp | 69.6%+7.6pp |
| Annual return | 8.78% | -1.95%+10.7pp | 2.43%+6.4pp | 7.63%+1.1pp |
| Employer contribution / active EE | $664 | $1,832-63.8% | $2,485-73.3% | $2,381-72.1% |
| Participant deferral / active EE | $6,177 | $3,145+96.4% | $3,852+60.4% | $3,470+78.0% |
| Admin fee / account holder | $4,830 | $4,667+3.5% | $6,675-27.6% | $4,888-1.2% |