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 | $63,741 | $61,660+3.4% | $80,019-20.3% | $64,186-0.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.60% | -0.33%-4.3pp | 11.22%-15.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,328 | $1,810+83.8% | $2,468+34.9% | $2,381+39.8% |
| Participant deferral / active EE | $3,600 | $2,968+21.3% | $3,686-2.3% | $3,470+3.8% |
| Admin fee / account holder | $9,164 | $5,417+69.2% | $6,521+40.5% | $4,888+87.5% |