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 | $58,532 | $72,388-19.1% | $111,392-47.5% | $64,186-8.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | -6.52% | -1.50%-5.0pp | -2.06%-4.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,434 | $3,000+47.8% | $4,328+2.5% | $2,381+86.2% |
| Participant deferral / active EE | $3,656 | $4,241-13.8% | $5,567-34.3% | $3,470+5.4% |
| Admin fee / account holder | $5,902 | $5,719+3.2% | $12,266-51.9% | $4,888+20.8% |