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 | $59,538 | $69,977-14.9% | $108,579-45.2% | $62,891-5.3% |
| Participation rate | 83.3% | 72.9%+10.4pp | 79.6%+3.8pp | 69.3%+14.0pp |
| Annual return | 6.51% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,795 | $2,135+30.9% | $3,758-25.6% | $2,281+22.6% |
| Participant deferral / active EE | $5,431 | $3,165+71.6% | $4,311+26.0% | $3,203+69.6% |
| Admin fee / account holder | $4,740 | $5,076-6.6% | $7,645-38.0% | $4,296+10.3% |