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 | $63,617 | $62,586+1.6% | $76,768-17.1% | $64,186-0.9% |
| Participation rate | 91.8% | 72.8%+19.0pp | 77.0%+14.9pp | 69.6%+22.3pp |
| Annual return | -5.71% | -1.95%-3.8pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,144 | $1,832+17.0% | $2,485-13.7% | $2,381-10.0% |
| Participant deferral / active EE | $3,451 | $3,145+9.7% | $3,852-10.4% | $3,470-0.5% |
| Admin fee / account holder | $4,219 | $4,667-9.6% | $6,675-36.8% | $4,888-13.7% |