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 | $59,184 | $54,726+8.1% | $68,793-14.0% | $64,186-7.8% |
| Participation rate | 93.1% | 68.0%+25.1pp | 72.2%+20.9pp | 69.6%+23.5pp |
| Annual return | -7.29% | -1.62%-5.7pp | -4.63%-2.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,807 | $1,846-2.1% | $2,625-31.2% | $2,381-24.1% |
| Participant deferral / active EE | $8,512 | $2,626+224.1% | $3,311+157.1% | $3,470+145.3% |
| Admin fee / account holder | $3,959 | $4,027-1.7% | $5,131-22.8% | $4,888-19.0% |