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 | $58,291 | $61,660-5.5% | $80,019-27.2% | $64,186-9.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.34% | -0.33%-5.0pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,205 | $1,810-33.5% | $2,468-51.2% | $2,381-49.4% |
| Participant deferral / active EE | $3,882 | $2,968+30.8% | $3,686+5.3% | $3,470+11.9% |
| Admin fee / account holder | $7,358 | $5,417+35.8% | $6,521+12.8% | $4,888+50.5% |