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 | $54,898 | $43,327+26.7% | $59,878-8.3% | $64,186-14.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.11% | -1.55%-4.6pp | 3.46%-9.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,951 | $2,028-3.8% | $2,722-28.3% | $2,381-18.0% |
| Participant deferral / active EE | $4,027 | $2,546+58.2% | $3,402+18.4% | $3,470+16.1% |
| Admin fee / account holder | $4,555 | $3,005+51.6% | $3,590+26.9% | $4,888-6.8% |