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 | $63,984 | $61,660+3.8% | $80,019-20.0% | $64,186-0.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.83% | -0.33%-4.5pp | 11.22%-16.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,084 | $1,810+15.1% | $2,468-15.6% | $2,381-12.5% |
| Participant deferral / active EE | $3,019 | $2,968+1.7% | $3,686-18.1% | $3,470-13.0% |
| Admin fee / account holder | $2,890 | $5,417-46.7% | $6,521-55.7% | $4,888-40.9% |