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 | $67,211 | $62,586+7.4% | $76,768-12.5% | $64,186+4.7% |
| Participation rate | 72.1% | 72.8%-0.7pp | 77.0%-4.9pp | 69.6%+2.5pp |
| Annual return | -7.29% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,136 | $1,832+16.6% | $2,485-14.0% | $2,381-10.3% |
| Participant deferral / active EE | $3,202 | $3,145+1.8% | $3,852-16.9% | $3,470-7.7% |
| Admin fee / account holder | $3,792 | $4,667-18.7% | $6,675-43.2% | $4,888-22.4% |