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 | $50,959 | $54,726-6.9% | $68,793-25.9% | $64,186-20.6% |
| Participation rate | 86.7% | 68.0%+18.6pp | 72.2%+14.4pp | 69.6%+17.1pp |
| Annual return | -4.48% | -1.62%-2.9pp | -4.63%+0.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,730 | $1,846-6.3% | $2,625-34.1% | $2,381-27.3% |
| Participant deferral / active EE | $2,440 | $2,626-7.1% | $3,311-26.3% | $3,470-29.7% |
| Admin fee / account holder | $4,801 | $4,027+19.2% | $5,131-6.4% | $4,888-1.8% |